Focus Solutions – Medium

Focus Solutions

Focus Solutions

Ethos Financial Planners Case Study

How and why Ethos Financial Planners use now:plan cashflow modelling from Focus Solutions.

May 15, 2019

Ethos Financial Planners Case Study

May 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, 2019

“I realised what a privilege it is to be such an integral part of people’s lives”

May 10, 2019

Focus Solutions

Susan 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, 2019

Susan Hill: “Attitudes to gender haven’t changed in 30 years.”

May 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, 2019

‘You need to be human to understand another person’s needs and wants for their financial plan’

Apr 26, 2019

Focus Solutions

OneFamily Case Study

OneFamily has chosen now:advise from Focus Solutions as the software solution behind its innovative new lifetime mortgage advice service…

Apr 17, 2019

OneFamily Case Study

Apr 17, 2019

Focus Solutions

The Transformation of Client Engagement

You may have heard reports in the industry about a new private wealth management (PWM) proposition called focus:wealth.

Apr 16, 2019

The Transformation of Client Engagement

Apr 16, 2019

Focus Solutions

The Women Who Inspire Me

From former First Lady Michelle Obama to author J.K. Rowling, seven inspirational women in finance, reveal their heroes.

Apr 12, 2019

The Women Who Inspire Me

Apr 12, 2019

Focus Solutions

In-Focus with Pete Weston

The people and the stories behind Focus Solutions.

Apr 12, 2019

In-Focus with Pete Weston

Apr 12, 2019

Focus Solutions

Jane Hodges: We never move on until the client understands

Jane Hodges, Managing Director of Money Honey Financial Planning, explains why client experience must come first and why her company has…

Apr 12, 2019

Jane Hodges: We never move on until the client understands

Apr 12, 2019

Focus Solutions

Bella Caridade-Ferreira: Technology frees people up to focus on things that matter

Bella 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, 2019

Bella Caridade-Ferreira: Technology frees people up to focus on things that matter

Apr 1, 2019

Focus Solutions

Focus Solutions

Focus Solutions is a UK fintech software specialist with a 23 year track-record of providing class-leading solutions for IFAs, wealth managers & private banks.

Following

Help
Status
About
Careers
Press
Blog
Privacy
Terms
Text to speech
Teams