FAQS

The answers to all your questions. Real solutions to help you manage your finances

DO YOU HAVE A QUESTION?

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.

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Is Financial Focus right for everybody?

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.

Can you provide testimonials from existing customers?

Yes, simply read the client reviews to find out what they have to say.

How do you provide such a comprehensive service for your annual fee?

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.

Is there a set contract? Do I have to use your services for a particular period of time?

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.

What do you need from me?

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.

Do I have to change my accountant or bank?

No, we can work with your existing providers of professional services.

I'm interested in your service. Where do we go from here?

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.

CONTACT US TO RECEIVE ADVICE TODAY

0207 710 3402

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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.