Business Details
21 Years
experience
Trusted Financial Advisers in Crawley
Established in 2005, Focus Investments operates from Sussex, delivering independent financial advice tailored to individual and corporate clients. Our team of experienced consultants specialises in wealth management, retirement planning, protection strategies, inheritance tax planning, and long-term care solutions across the Home Counties. We prioritise holistic financial planning, combining investment expertise with tax-efficient strategies to help clients achieve their long-term objectives. With FCA authorisation, we maintain rigorous compliance standards while offering flexible remuneration models.Our process begins with a free initial consultation, followed by comprehensive needs analysis and ongoing portfolio reviews to adapt to evolving circumstances. We integrate ESG factors into investment decisions for clients seeking sustainable options, ensuring diversification across asset classes to balance risk and return. Our commitment to transparency includes clear communication of charges and regulatory disclosures.
Services
Wealth Management
Investment Planning
Family Protection
Later Life Advice
Equity Release
Mortgage Advice
Pensions Planning
Tax Planning
Wills and Trusts
Probate Services
Details
- Year established: 2005
Highlights and features
- Experienced FCA-regulated advisers with 18+ years industry expertise
- Personalised financial strategies tailored to individual circumstances
- Transparent fee structure with free initial consultation
- ESG-integrated investment options for sustainable growth
- Comprehensive estate planning including wills and trusts
Associations and certifications
- Financial Conduct Authority
What people say
Expert pension advice
Clear communication
Thorough estate planning
Responsive team
Transparent fees
Services
Wealth Management
Our wealth management service creates tailored strategies to preserve and grow your assets through diversified investment portfolios. We combine risk assessment with long-term financial goals to deliver tax-efficient solutions. With ESG integration options, we help clients build sustainable wealth while navigating market fluctuations.
Pensions Planning
Specialist pension planning covers tax-efficient contributions, drawdown strategies, and annuity options. We help clients maximise retirement income through flexi-access drawdown and phased retirement approaches. Our advice considers state pension entitlements and lifetime allowance implications.
Equity Release
Equity release solutions enable homeowners to access property wealth without relocation. We offer lifetime mortgages and home reversion plans with transparent illustrations of lifetime costs. Our advice considers inheritance impact and means-tested benefit implications.
Inheritance Tax Planning
Comprehensive IHT mitigation strategies utilise trusts, lifetime gifts, and residence nil-rate bands. We coordinate with legal professionals to ensure wills align with tax planning objectives. Our advice considers future property value growth and legislative changes.
Probate Services
We guide executors through probate processes including IHT400 submissions and asset distribution. Fixed-fee options available for straightforward estates, with percentage-based charges for full estate administration. Our services include property sales and tax return preparation.
People
Paul Connor
Managing Director
With over 25 years in financial services, Paul leads our advisory team. He specialises in complex pension transfers and corporate tax planning, holding Chartered Financial Planner status. Paul ensures our advice meets FCA standards while maintaining client-centric focus.
Shaun Melody
Office Manager
Shaun coordinates client communications and compliance processes. With decade-long experience in financial administration, he ensures smooth operations and regulatory adherence. His role bridges client needs with technical implementation of financial strategies.
Mark Richardson
Financial Adviser
Mark specialises in mortgage solutions and later life planning. Holding Level 4 Diploma in Financial Planning, he helps clients navigate equity release and care fee funding. His approach balances technical expertise with clear communication.
Tom Rogers
Investment Adviser
Tom manages portfolio construction and ESG integration. With expertise in asset allocation, he creates diversified investment strategies aligned with client risk profiles. He regularly reviews market trends to optimise portfolio performance.
David Roser
Protection Specialist
David focuses on life assurance and critical illness cover. He designs protection packages tailored to family needs and business requirements. His expertise ensures appropriate coverage levels while considering tax efficiency.
Questions
What areas do you cover?
We operate across the Home Counties with clients throughout the UK, providing nationwide financial advisory services.
Are your services regulated?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) under registration number 567842.
Do you offer free initial consultations?
Yes, we provide a free 30-minute initial consultation to discuss your financial objectives and assess suitability.
How are your fees structured?
We use transparent fee structures including hourly rates, fixed fees for specific services, and percentage-based charges for estate administration.
Can you help with ESG investments?
Yes, we offer Environmental, Social and Governance (ESG) integrated investment options for sustainable growth.
What probate services do you offer?
We provide full estate administration, grant applications, and tax return preparation with fixed and percentage-based pricing options.
