In Focus

Our values and beliefs

Independence
There are various forms of independence, Independence of thought, independence from product providers when recommending a product to a client, independence of the individual so that they are not manipulated or controlled by others. Also, striving to help others become financially independent, which in tomorrow's increasingly economically driven world will be the only real guarantee of creating and retaining an independent lifestyle.

Wealth creation
Creating and conserving wealth for our clients is one of our primary aims. This goes hand in hand with financial independence.

Wealth retention
Considering the issues facing our clients, we have the specific aim of helping our clients retain more of what they generate or have accumulated. In essence, we specialise in helping busy people who wish to seek advice about financial planning,

Treating Customers Fairly
In Focus are committed to ensuring that the FSA principle of treating customers fairly (TCF) is applied in all areas of our day to day business activities. In adopting the TCF principle we recognise that fair treatment of our customers is about adding value to the service we offer. We see TCF not only as a regulatory requirement, but as an opportunity to further increase customer satisfaction & loyalty.

Honesty
This extends not only to our clients and employees, but also in the transparent way we deal with others.

Simplicity
We design and operate systems that are simple in their concept and delivery. Financial planning should be a good experience, which is easy to understand by the consumer, not a confusing and jargon-filled nightmare. This means using the right method to deliver financial planning, which we believe for the vast majority of people is via face to face impartial and independent advice.

Self reliance
Self reliance we believe is about having the maturity and ability to face the true reality of our present and future situation. It's not anti-teamwork, but about each of us taking responsibility for our business and personal lives.

Teamwork
An essential part of organisational life is the ability to build strong and highly motivated teams to tackle issues and run the business. We constantly seek to extend the parameters of our teams to include our professional connections and product providers. Solutions brought about through this process have more breadth and more certainty of success because of this wider involvement.