James Etheridge

What were the circumstances that caused you to initially look for an adviser?

I had a pension fund and sought his advice

How has James Etheridge helped you?

He has provided information and advice on financial planning based on my personal requirements

Have you seen the outcome you were hoping for?

Not always with the last few years global ups and downs but happy to stick with it

What could they have done better?

nothing that i am aware of

What were the circumstances that caused you to initially look for an adviser?

By 2016, I had been working in London for about 25 years. I saw that there was an opportunity, potentially, to retire early, and I wanted to explore and understand what my options were; that’s when I started to look for a firm that would be able to help me with that.

How has James Etheridge helped you?

Focused Financial have given me a lot of confidence in my finances. I’d like to know that I’ve got enough money, and James provides me with not only that reassurance as an individual but also looking at the funds and how those funds are deployed, and the returns on those funds have given me a lot of confidence.

Have you seen the outcome you were hoping for?

By retiring early I've had the opportunity to spend time with my young granddaughters and start to see them blossoming through life. If it wasn’t for James, I don’t think I would have made that decision. He encouraged me but didn’t pressure me, and I’m absolutely delighted that we’ve ended up in the position we have, where I have financial freedom, but more importantly, my life is everything I want it to be.

What were the circumstances that caused you to initially look for an adviser?

To find someone with the skill sets to improve my financial planning

How has James Etheridge helped you?

In all aspects I needed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. James is straightforward and I'm never left in doubt

What were the circumstances that caused you to initially look for an adviser?

Impending Retirement

How has James Etheridge helped you?

My wife and I first contacted Focused Financial in 2021, a couple of years before we finally retired. We were impressed with their set-up, their reviews from other clients, and the quality of the report they produced for us. Since retirement in 2023 we have had a significant portion of our pension and ISA assets under management with them.

Have you seen the outcome you were hoping for?

Outcomes are always subject to the vagaries of the markets, and we live in particularly turbulent economic times, but we're confident that Focused Financial will continue to help us to navigate these with professionalism and sound advice, based upon our circumstances and appetite for risk. James and the team are also nice people!

What were the circumstances that caused you to initially look for an adviser?

How and where to invest an inheritance.

How has James Etheridge helped you?

James gave me the confidence and advice to enable me to retire.

Have you seen the outcome you were hoping for?

Definitely…

What could they have done better?

Nothing comes to mind.