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We provide financial advice to private clients and business owners, helping them to build a financial strategy that focuses on the lifestyle they want now

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Home | Focused Financial Planning | focusedfinancialplanning.co.uk Reviews

https://focusedfinancialplanning.co.uk

We provide financial advice to private clients and business owners, helping them to build a financial strategy that focuses on the lifestyle they want now

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Planning Process | Focused Financial Planning

http://focusedfinancialplanning.co.uk/our-approach/planning-process

Words from our clients. Working with us will follow a six step process. Getting to know you. 8211; where you are financially now. Where you want to go. 8211; talking through with you your goals and objectives. 8211; working out the areas which are the most important. 8211; shaping your plan and agreeing a strategy. 8211; putting the plan in place. 8211; monitoring and revising to ensure you stay on track. If any of these services are of interest to you then please contact. You may be interested in….

2

7 Retirement Planning Mistakes Not To Make | Focused Financial Planning

http://focusedfinancialplanning.co.uk/the-7-retirement-planning-mistakes-not-to-make

Words from our clients. 7 Retirement Planning Mistakes Not To Make. Request your free guide. To the 7 Retirement Planning mistakes to avoid. When we meet with new clients we often see them making the same mistakes when it comes to retirement planning. With this in mind, we decided to write an informative/educational guide highlighting the 7 most common mistakes to avoid when it comes to planning a financially secure retirement. In this guide we will show you how,. How your employer can help you. Focused ...

3

The Summer Budget implications for ‘Buy-to-Let’ housing | Focused Financial Planning

http://focusedfinancialplanning.co.uk/the-summer-budget-implications-for-buy-to-let-housing

Words from our clients. Budget ‘Tax Raid’ on Dividends and Investment Income. Money is more worrying than Health to over-50s →. The Summer Budget implications for ‘Buy-to-Let’ housing. 3 August, 2015. Experts suggest the move is a significant change for those with a rental portfolio but how exactly will it affect them? This measure will almost double the effective cost of borrowing for a taxpayer on the highest rate of tax. Currently interest payments of 100 only cost 55 after tax relief, but will co...

4

Connected rather than protected? | Focused Financial Planning

http://focusedfinancialplanning.co.uk/connected-rather-than-protected

Words from our clients. The dash for ‘pension freedom’ retirement cash slows down. Summer Budget 2015 Overview →. Connected rather than protected? 6 July, 2015. Less than one in 10 (8%) would claim on an insurance policy, and a quarter don’t know how they would cope. Esther Dijkstra, protection expert at Scottish Widows, commenting on the findings, said:. Sources: www.scottishwidows.co. (Report – Press release: 2015/06/10). This entry was posted in Financial Planning. Summer Budget 2015 Overview →. Your ...

5

Our Investment Process | Focused Financial Planning

http://focusedfinancialplanning.co.uk/our-investment-process

Words from our clients. To get the best results from investing your money we always follow a five step process. The steps in the process are,. Understanding your goals and objectives. Taking time to understand your attitude to risk. Agreeing a suitable asset mix for your portfolio. Choosing suitable funds to create your portfolio. On-going monitoring and reviews. 1 Understanding your goals and objectives. 2 Taking time to understand your attitude to risk. 3 Agreeing a suitable asset mix for your portfolio.

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Our Investment Process | Focused Financial Planning

http://focusedfinancialplanning.co.uk.gridhosted.co.uk/our-investment-process

Words from our clients. To get the best results from investing your money we always follow a five step process. The steps in the process are,. Understanding your goals and objectives. Taking time to understand your attitude to risk. Agreeing a suitable asset mix for your portfolio. Choosing suitable funds to create your portfolio. On-going monitoring and reviews. 1 Understanding your goals and objectives. 2 Taking time to understand your attitude to risk. 3 Agreeing a suitable asset mix for your portfolio.

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| Focused Financial Planning

http://focusedfinancialplanning.co.uk.gridhosted.co.uk/category/personal-finance

Words from our clients. Category Archives: Personal Finance. 6 December, 2012. It was a sign of the times that the first official word on George Osborne’s Autumn Statement was a tweet from his boss. David Cameron told his 178,514 followers on Twitter: We are on the right track and making progress. … Continue reading →. 10 Savings Tips for 2013. 27 November, 2012. What does the re-election of Barack Obama mean for your savings and investments? 8 November, 2012. Banking Standards under scrutiny. The Parlia...

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Financial Advice | Focused Financial Planning

http://focusedfinancialplanning.co.uk.gridhosted.co.uk/our-approach/financial-advice

Words from our clients. For clients looking for advise on a specific area we offer the following services which will answer the following questions. Focused on at Retirement Options. What income can we get? Will we run out of money? What would happen to the income if my partner dies? Focused on Retirement Planning. When can we retire with the income we want? How much money will we need in retirement? How much should we be saving? Focused on Estate Planning. Can I leave money to my favourite charity?

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Regular Reviews | Focused Financial Planning

http://focusedfinancialplanning.co.uk.gridhosted.co.uk/our-approach/regular-reviews

Words from our clients. When your financial plans have been have been implemented the next step is monitoring and reviewing. Regular reviews are important as advice can become out of date. By regularly reviewing we can ensure that the following areas are addressed and your plans stay on track. Plans should be reviewed in order to monitor investment performance. Has performance been as expected? Has your attitude to risk changed? Has your current capital gains tax allowance been utilised? W: www.focus...

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| Focused Financial Planning

http://focusedfinancialplanning.co.uk.gridhosted.co.uk/category/financial-planning

Words from our clients. Category Archives: Financial Planning. Key findings from LV’s saving and retirement report. 18 October, 2016. A recent report from Liverpool Victoria has revealed some startling statistics on savings and retirement in the UK. Perhaps most worrying are the figures surrounding those who have nothing saved for when they finish working: over a quarter of those … Continue reading →. Three lessons about retirement from those who have already retired. 13 October, 2016. 10 October, 2016.

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| Focused Financial Planning

http://focusedfinancialplanning.co.uk.gridhosted.co.uk/category/uncategorized

Words from our clients. 4 November, 2015. Well, what a splendid month October was, with all the major world stock markets that we cover in this Bulletin skipping merrily upwards. Germany and China led the way with gains of 12% and 11% respectively, and if you only … Continue reading →. 26 August, 2015. The Future of Annuities. 19 January, 2015. What role are annuities likely to play in retirement planning in the light of pension freedoms coming into effect from 6 April 2015? Focused Financial Ltd is auth...

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| Focused Financial Planning

http://focusedfinancialplanning.co.uk.gridhosted.co.uk/category/market-commentary

Words from our clients. Category Archives: Market Commentary. 5 October, 2016. September was the month when nothing much happened on the world’s stock markets. Three of the 11 major markets on which we report were up, three were unchanged and five were down but none of them by very much. … Continue reading →. 5 September, 2016. 3 August, 2016. 4 July, 2016. 6 June, 2016. May was the month when you could be forgiven for thinking that there was only one event in the world that mattered: the continuing deba...

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| Focused Financial Planning

http://focusedfinancialplanning.co.uk.gridhosted.co.uk/category/news

Words from our clients. Roadworks on Knightrider Street in Maidstone. 28 February, 2012. Major disruption to traffic is going to occur in Maidstone from the end of March as gas mains are replaced in Upper and Lower Stone Street, it will also mean that Knightrider Street will be closed for three months. With … Continue reading →. UK Economy has stalled according to the ITEM Club. 19 November, 2011. Report calls for banks to ring-fence their retail banking operations. 12 September, 2011. Focused Financial ...

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Our Approach | Focused Financial Planning

http://focusedfinancialplanning.co.uk.gridhosted.co.uk/our-approach

Words from our clients. We offer two types of services to our clients. Financial planning put simply is about deciding what are your goals and objectives in life, working out when you want to achieve them and then putting in place a comprehensive financial plan in order to accomplish them. We work with clients to do this and we call this service Focused on You. Focused on at Retirement Options. Focused on Retirement Planning. Focused on Estate Planning*. Email: info@focusedfinancial.co.uk. A summary of o...

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Financial Planning California – Focused Finances

Our Financial Planning Process. Our Investment Management Process. Why Financial Planning is Important. We are committed to working with you to build a foundation of financial confidence for the rest of your life. Financial confidence comes from the knowledge that you have clear goals, and a guide to help you on the way. If you ever have questions about your plan, your portfolio, or specific financial topics, please get in touch. If you are looking for a financial advisor, this Web site will provide you ...

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Home | Focused Financial Planning

Words from our clients. We provide financial advice to private clients and business owners, helping them to build a financial strategy that focuses on the lifestyle they want now and in the future. As a result they can enjoy the things in life that matter the most to them, knowing their financial affairs are in order. Comprehensive financial planning for individuals who want to take control of their financial future. Running a business leaves you little time to focus on your personal finances. Changes to...

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Home | Focused Financial Planning

Words from our clients. We provide financial advice to private clients and business owners, helping them to build a financial strategy that focuses on the lifestyle they want now and in the future. As a result they can enjoy the things in life that matter the most to them, knowing their financial affairs are in order. Comprehensive financial planning for individuals who want to take control of their financial future. Running a business leaves you little time to focus on your personal finances. Retirement...

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Focused Financial Solutions - Home

Focused Financial Solutions - Home. At Focused Financial Solutions. We’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach. We seek to help you design a framework that allows you to pursue financial security during the next phase of your financial life. A sustainable lifestyle during retirement. Enough income to enjoy travel and other desired recreational pursuits. A Registered Investment Adviser.

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Home - Focused Financial Solutions

Events & Workshops. Events & Workshops. Learn about Retirement Planning. Strategies for cashing in on Social Security. Life Insurance policies to keep your family protected. Easy, accurate help is right around the corner. Welcome to Focused Financial Solutions. If you are looking for information on company retirement plans — 401(k), 403(b), Cash Balance Plans, etc. — you may want to go directly to our Company Retirement Plans. Ask Us A Question. What We Can Do For You. When it comes to personal financial...

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Focused Financial Success - Home

Need Rehab on Revenue? Money beliefs from your past can still affect your present which affects your business and/or sales profitability leading to a stressfull and chaotic life. Learn how to turn things around for a brighter future. In a Money Trap? Money traps feel like never ending cycles that beat you down and sabotage your goals and dreams. Learn how to overcome them to achieve success. Are you tired of being stressed out because you are overwhelmed by all your bills? Call NOW for a FREE.

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