Focus Financial Planning

Malthouse Lane Runnymede Malthouse
Egham, Surrey
TW20 9BD

Since 1997

Contact
01784741156 - or - Email - or - Visit website

We advise private clients and small companies in and around Surrey who seek to be better informed and empowered to reach their financial goals, Focus
Financial Planning offers a unique approach to wealth management.

Services

Financial Services & Advice - Independent Financial Advisor

Staff

Rosalind Robinson has over 20 years in the Financial Services industry.

Area of Business

* Mortgage advise from the whole of market.
* Re-mortgages, buy to lets and let to buys.
* Non standard mortgages where credit is poor such missed/late credit payments, CCJ's
* Mortgage protection.
* Life and critical illness cover.
* Buildings and contents insurance.
* Referral to conveyancers with fees from 499 GBP to 1,199 GBP plus disbursements (+ 150 GBP for leasehold properties)
* Equity release for retired clients
* Tax, investment, retirement planning
* Care fees planning

Fees

There is no charge for the first meeting. Whilst discussing your financial needs payments options will also be discussed.