Focus SolutionsEthos Financial Planners Case StudyHow and why Ethos Financial Planners use now:plan cashflow modelling from Focus Solutions.May 15, 2019May 15, 2019
Focus Solutions“I realised what a privilege it is to be such an integral part of people’s lives”Carolyn Gowen of Bloomsbury Wealth reflects on her career as a financial adviser, how the industry has changed and why robots will have a…May 10, 2019May 10, 2019
Focus SolutionsSusan Hill: “Attitudes to gender haven’t changed in 30 years.”In our latest Women in Finance interview, Susan Hill (Susan Hill Financial Planning) discusses gender inequality, encouraging women to…May 7, 2019May 7, 2019
Focus Solutions‘You need to be human to understand another person’s needs and wants for their financial plan’Rebecca Lucas, from Lime Outsourced Paraplanning, talks life as a female financial planner, technology and why empathy will always keep…Apr 26, 2019Apr 26, 2019
Focus SolutionsOneFamily Case StudyOneFamily has chosen now:advise from Focus Solutions as the software solution behind its innovative new lifetime mortgage advice service…Apr 17, 2019Apr 17, 2019
Focus SolutionsThe Transformation of Client EngagementYou may have heard reports in the industry about a new private wealth management (PWM) proposition called focus:wealth.Apr 16, 2019Apr 16, 2019
Focus SolutionsThe Women Who Inspire MeFrom former First Lady Michelle Obama to author J.K. Rowling, seven inspirational women in finance, reveal their heroes.Apr 12, 2019Apr 12, 2019
Focus SolutionsIn-Focus with Pete WestonThe people and the stories behind Focus Solutions.Apr 12, 2019Apr 12, 2019
Focus SolutionsJane Hodges: We never move on until the client understandsJane Hodges, Managing Director of Money Honey Financial Planning, explains why client experience must come first and why her company has…Apr 12, 2019Apr 12, 2019
Focus SolutionsBella Caridade-Ferreira: Technology frees people up to focus on things that matterBella Caridade-Ferreira discusses her journey from asset manager to the CEO of Fundscape, and what it’s like being a judge on the…Apr 1, 2019Apr 1, 2019