Business Details
21 Years
experience
Your Trusted Financial Advisers in Crawley
Established in 2005, Focus Investment Planning operates from Sussex and serves clients across the Home Counties. Our team of experienced consultants specialises in independent financial advice tailored to individual and corporate needs. We offer comprehensive services covering investments, retirement planning, pensions, family protection, inheritance tax planning, equity release, and long-term care. As an FCA-authorised firm, we prioritise holistic financial strategies that align with clients' long-term goals. Our approach combines technical expertise with a commitment to ongoing professional guidance, ensuring clients receive transparent, ethical advice.With over 15 years of industry experience, we focus on building lasting relationships through personalised service. Our advisers hold relevant qualifications for pension and tax matters, maintaining rigorous compliance standards. We pride ourselves on flexibility in remuneration models while maintaining independence to offer products from the entire market. Our regulatory oversight by the Financial Conduct Authority underscores our commitment to professional excellence.
Services
Wealth Management
Pensions Planning
Family Protection
Equity Release
Later Life Advice
Mortgage Advice
Tax Planning
Wills and Trusts
Probate Services
Business Protection
Details
- Year established: 2005
Highlights and features
- Experienced consultants with FCA-regulated expertise since 2005
- Independent advice covering whole market product range
- Holistic financial planning tailored to individual circumstances
- Specialist knowledge in pension transfers and tax-efficient strategies
- Flexible remuneration models with transparent fee structures
Associations and certifications
- Financial Conduct Authority
Services
Wealth Management
Our wealth management service creates tailored strategies to preserve and grow your assets through diversified investment portfolios. We assess your risk tolerance and financial goals to recommend appropriate solutions, including tax-efficient investments and ESG options. With ongoing portfolio reviews, we ensure your wealth continues to work effectively for your future needs.
Pensions Planning
Specialist pension planning helps maximise your retirement income through strategic contributions and tax-efficient withdrawals. We advise on pension transfers, annuity purchases, and flexible drawdown options while considering inheritance tax implications. Our FCA-regulated advisers ensure compliance with current legislation while optimising your retirement outcomes.
Equity Release
Equity release solutions enable homeowners to access property wealth without relocation. We explain lifetime mortgage options and assess suitability for estate planning purposes. Our advice considers impact on means-tested benefits and inheritance, ensuring you understand all implications before proceeding with this long-term financial commitment.
Family Protection
Protect your loved ones with tailored life assurance policies that provide financial security in case of death or critical illness. We offer term assurance, whole-of-life cover, and income protection plans that align with your family's needs. Our advice ensures appropriate coverage levels while considering tax implications and future financial requirements.
Wills and Trusts
Comprehensive estate planning services include will writing, lasting powers of attorney, and trust creation to manage inheritance distribution. While not FCA-regulated, our guidance helps protect assets from third-party claims and reduces inheritance tax liabilities through strategic trust arrangements and tax-efficient gifting strategies.
People
Paul Connor
Managing Director
With over 20 years' experience in financial services, Paul leads our advisory team. He specialises in complex pension transfers and tax-efficient investment strategies, holding advanced qualifications in retirement planning. Paul ensures our clients receive technically robust advice aligned with regulatory standards.
Shaun Melody
Office Manager
Shaun manages day-to-day operations and client communications. With extensive experience in financial administration, he ensures seamless service delivery and coordinates our advisers' schedules. His organisational expertise maintains efficient processes across all client interactions.
Mark Richardson
Financial Adviser
Mark specialises in mortgage solutions and equity release schemes. He holds Level 4 qualifications in financial planning and focuses on later-life financial solutions. His approach combines technical expertise with clear communication to help clients understand complex financial products.
Tom Rogers
Financial Adviser
Tom provides expert guidance on inheritance tax planning and investment portfolios. With specialist knowledge in trust arrangements, he helps clients protect assets across generations. His client-centred approach ensures tailored solutions that meet specific financial objectives.
David Roser
Financial Adviser
David focuses on family protection strategies and critical illness cover. He helps clients safeguard their financial future through appropriate insurance solutions. His thorough assessments ensure clients maintain adequate protection throughout different life stages.
Questions
What financial services do you offer?
We provide wealth management, pensions planning, equity release, family protection, wills and trusts, tax planning, and business protection services.
Are you regulated by the FCA?
Yes, Focus Investment Planning is authorised and regulated by the Financial Conduct Authority (registration number 567842).
How do you charge for financial advice?
We offer transparent fee structures including hourly rates, fixed fees for specific services, and percentage-based charges for ongoing portfolio management.
Do you offer free initial consultations?
Yes, we provide a free initial consultation to discuss your financial objectives and determine how we can help meet your needs.
What areas do you cover?
We operate across the Home Counties with offices in Crawley, West Sussex, serving clients in Surrey, Kent, and East Anglia.
