Business Details
21 Years
experience
Trusted Financial Advisers in Crawley
Established in 2005, Focus Investment Planning has built a reputation for delivering tailored financial solutions to individuals and businesses across the Home Counties. Our team of experienced consultants specialises in independent financial advice, offering expertise in wealth management, retirement planning, protection strategies, and tax-efficient investments. We pride ourselves on maintaining long-term relationships with clients, underpinned by our commitment to ongoing professional development and adherence to regulatory standards. Our holistic approach ensures clients receive comprehensive guidance aligned with their personal and financial goals. As an FCA-authorised firm, we prioritise transparency, ethical practices, and client-centric service delivery.Our consultants combine technical expertise with practical insights to address complex financial challenges, including estate planning, equity release, and long-term care funding. We maintain a structured process for client engagement, from initial consultation through to implementation and regular reviews. Our credentials include qualifications in pension and tax advisory services, ensuring clients receive technically sound recommendations. We operate from our office near Crawley, serving clients through face-to-face meetings and flexible appointment options. Our commitment to excellence is demonstrated through our adherence to regulatory frameworks and participation in professional dispute resolution schemes.
Services
Wealth Management
Pensions Planning
Family Protection
Mortgage Advice
Equity Release
Later Life Advice
Tax Planning
Wills and Trusts
Probate Services
Business Advice
Details
- Year established: 2005
Highlights and features
- We have 19 years of experience in independent financial advisory services
- Our team holds specialist qualifications in pension and tax advisory services
- We implement a structured six-stage client engagement process
- We provide holistic financial planning covering all life stages
- Our advice is regulated by the Financial Conduct Authority
Associations and certifications
- Financial Conduct Authority
Services
Wealth Management
Our wealth management service provides comprehensive strategies for preserving and growing financial assets. We create customised investment portfolios aligned with individual risk profiles and long-term objectives. The service includes regular portfolio reviews and tax-efficient investment recommendations.
Pensions Planning
Specialist pension planning covering all retirement income options including drawdown, annuities and phased retirement. We advise on tax-efficient pension contributions and benefit crystallisation, with expertise in complex pension transfers and inheritance tax planning.
Family Protection
Tailored protection solutions including term assurance, critical illness cover and income protection. We assess individual needs to recommend appropriate coverage levels, considering family circumstances and financial obligations.
Equity Release
Specialist advice on lifetime mortgages and home reversion plans for clients aged 55+. We explain the implications for inheritance tax and means-tested benefits, providing clear illustrations of different release options.
Wills and Trusts
Guidance on creating legally valid wills and trust structures to manage inheritance tax liabilities. Our advice covers probate processes, lasting powers of attorney and asset protection strategies for future generations.
People
Paul Connor
Managing Director
With over 20 years in financial services, Paul leads our advisory team. He specialises in complex pension planning and tax-efficient investments, holding advanced qualifications in financial advice.
Shaun Melody
Office Manager
Shaun manages day-to-day operations and client communications. He ensures smooth service delivery across all advisory functions and coordinates our client support team.
Mark Richardson
Financial Adviser
Mark specialises in mortgage and protection advice. He has particular expertise in buy-to-let financing and family protection strategies for young professionals.
Tom Rogers
Financial Adviser
Tom focuses on retirement planning and equity release solutions. He helps clients navigate later-life financial decisions with clear, jargon-free advice.
David Roser
Financial Adviser
David specialises in business protection and corporate financial planning. He advises SMEs on employee benefits and tax-efficient director remuneration strategies.
Questions
What financial services do you offer?
We provide wealth management, pensions planning, family protection, mortgage advice, equity release, later life planning, wills and trusts, and business advisory services.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (registration number 567842).
Do you offer a free initial consultation?
Yes, we provide a free half-hour initial consultation to assess your financial needs and discuss potential solutions.
Which areas do you cover?
We primarily serve clients in Crawley, West Sussex and the wider Home Counties region.
How are your probate fees structured?
Our probate fees start at £1,500 for straightforward estates, with complex cases charged at £2,500 plus additional schedule fees or up to 6% of estate value for full administration.
Can you help with tax planning?
We offer tax planning advice covering inheritance tax mitigation, pension contributions, and tax-efficient investment structures.
