Knowledge is key. Therefore, we aim to answer all your enquiries. This page shows frequently asked questions about our company and the services we offer. Each question below has it’s own answer.
No. If you like to do everything yourself and find it hard to put your trust in others, we have to be honest: Financial Focus probably isn’t right for you. Equally, if you can’t commit any time at all or find it hard to make decisions, the relationship won’t work. Low earners will find that the rewards associated with our product don’t justify the annual fee.
Yes, simply read the client reviews to find out what they have to say.
Fees from clients are just one part of our income. We also receive introductory fees from providers of products we recommend. Sometimes, when these are substantial, we are even able to refund your own payment.
You’re free to end our relationship at any time, although we find that this is a very rare occurrence in practice. Fees are payable quarterly in advance and you can simply choose to stop your standing order before the next payment.
We take away a lot of the stress that comes with managing your finances, but every relationship is a two-way street. We need you to make yourself available for up to four hours a year and supply us with all the information we request in a timely fashion.
No, we can work with your existing providers of professional services.
Simply complete the form on our contact us page and we’ll come back to you to arrange a meeting at which we find out more about your requirements. There’s no fee or obligation at this stage.
FLM Ltd. introduces to St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
Financial Lifestyle Management Ltd. Registered in England No. 4426632.
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