Focus Investment Planning

A Leading Sussex-based Financial Planning Firm

Focus Investment Planning Ltd has been providing holistic financial planning services to individuals and small businesses in the Home Counties for over 17 years. Our experienced and qualified team of advisors are dedicated to helping you achieve your financial goals and secure your future.

Our Approach to Financial Planning

We believe in a holistic approach to financial planning, considering all aspects of your financial life. We work with you to identify your goals, assess your circumstances, and develop a tailored financial plan that addresses your unique needs and aspirations.

Wealth Management

• Investment planning and portfolio management
• Retirement planning and contribution strategies
• Tax-efficient wealth accumulation and preservation

Pensions & Retirement Investments

• Defined benefit and defined contribution plans
• Pension drawdown and retirement planning
• Investment options for all stages of life

Family Protection

• Life insurance planning
• Critical illness cover
• Income protection and debt management

Later Life Advice

• Equity release and retirement planning
• Long-term care planning and nursing home fees advice
• Wills and estate planning

Business Advice

• Retirement planning for businesses
• Employee benefits consulting
• Business continuity planning

Our Values

• Transparency: We provide clear and understandable explanations of your financial situation and the proposed solutions.
• Integrity: We act with honesty and integrity, putting your interests first.
• Independence: We are not tied to any particular product providers, allowing us to recommend the best solutions for you.
• Client Focus: We value open communication and maintain regular contact to ensure your plan remains relevant and effective over time.

Why Choose Focus Investment Planning Ltd?

Our commitment to:

• Building lasting relationships with our clients
• Delivering personalized solutions tailored to your unique needs
• Providing ongoing support and guidance to achieve your financial goals
• Maintaining open and honest communication throughout the process

Get Started Today

Contact us to schedule a complimentary consultation and learn how Focus Investment Planning Ltd can help you achieve your financial goals and secure your future.