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Focus Solutions

Focus Solutions

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May 15, 2019

Ethos Financial Planners Case Study

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

Ethos Financial Planners Case Study

Focus Solutions

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May 10, 2019

“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…

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

Focus Solutions

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May 7, 2019

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…

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

Focus Solutions

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Apr 26, 2019

‘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…

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

Focus Solutions

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Apr 17, 2019

OneFamily Case Study

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

OneFamily Case Study

Focus Solutions

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Apr 16, 2019

The Transformation of Client Engagement

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

The Transformation of Client Engagement

Focus Solutions

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Apr 12, 2019

The Women Who Inspire Me

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

The Women Who Inspire Me

Focus Solutions

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Apr 12, 2019

In-Focus with Pete Weston

The people and the stories behind Focus Solutions.

In-Focus with Pete Weston

Focus Solutions

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Apr 12, 2019

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…

Jane Hodges: We never move on until the client understands

Focus Solutions

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Apr 1, 2019

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…

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

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.

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