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Financial planning driven by your life goals

With James’ help and guidance, we have been able to retire early and enjoy our life together without having to worry about our finances.

Sarah, Maidstone A client of ours since 2013

Financial planning that instils confidence

I'm now confident and relaxed about entering a new period of my life where I'm not beholden to an employer for my financial wellbeing.

Robert, Gillingham A client of ours since 2016

Financial planning with a personable approach

I would recommend Focused Financial to anyone seeking a personalised approach to their financial management.

Lois, North London A client of ours since 2012

About us

We are Independent Financial Planners based in Maidstone, Kent. We specialise in working with people at every stage of retirement, as well as those who are divorcing or separating.

We establish your financial reality and recommend changes that will secure the future you want; giving you the confidence to enjoy life to the full.

Reviews and Ratings for Financial adviser James Etheridge, Rochester

James Etheridge Director & Financial Planner

Chris Beecroft Practice Manager

Lucy Etheridge Client Services Administrator

Louise Spence Paraplanner

Steve Williams Investment Analyst

Meet the team

Our Financial Planner, James Etheridge, has worked in the financial services profession for nearly 20 years.

Today he is based in Maidstone and supported by a team of highly-professional administrators, paraplanners and analysts.

Find out more

We work best with people who are:

Approaching retirement

Retirement might still be 5-10 years away, but you want to ensure you have the means to secure the future you want.

At retirement

You’ve worked all your life and are now ready to retire, but want to ensure life after work is a worry-free new chapter.

Already retired

You've already retired, but you want a strategy to ensure you have enough to live and enough to leave behind.

Divorcing or seperating

You’re looking for guidance, a review of your financial situation and a plan to secure the new life that you deserve.

Get in touch

If you would like to speak to a member of our team, please enter your details below and we will be in touch.

News

Topical financial news and updates from the Focused Financial team.

15th April 2024

The announcement of the new UK ISA marks 25 years of tax-efficient savings

Since they were introduced in 1999, ISAs have become a finance staple for many households thanks to providing a tax-efficient way to save and invest. As ISAs turn 25, chancellor Jeremy Hunt unveiled plans to launch a new UK ISA and has previously announced changes that could provide you with more flexibility. Read on to […]

Financial planning driven by your life goals

Financial planning that instils confidence

Financial planning with a personable approach

About us

Meet the team