WHO WE ARE: THE LEADING INTERNATIONAL PARTNERSHIP OF INDEPENDENT, FIDUCIARY WEALTH MANAGEMENT FIRMS.

In 2006, we launched Focus Financial Partners based on a fiduciary, fee-based model which puts clients’ interests first.  Today our vision has become a global trend. The Focus model of transparency and full disclosure aligns with the Retail Distribution Review’s current fee-based requirements for the 25,000 IFAs in the UK.  Just as we have done with brokerage teams in the U.S., we’re ready to help eligible IFAs successfully transition to a fee-only business while maintaining their autonomy and independence.

 


WHAT WE DELIVER: SUPPORT AND RESOURCES THAT ARE UNPRECEDENTED

Focus has a proven track record of helping independent financial advisory firms take their businesses to the next level.  And helping elite brokerage teams leave their financial institutions and launch their own independent advisory firms. We’ve created a dynamic growth model designed to drive margin and revenue enhancements, and ensure continuity through value-added operational, tactical and strategic initiatives and a robust compliance program that’s second to none.

 


 

“Joining Focus has strengthened our offering to high net worth individuals, celebrities, athletes and the sports industry.”

Simon Lomas
Greystone Financial Services Ltd, Manchester, England
www.greystonefs.co.uk

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