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Thank you for your interest!

We’re developing tools to help financial advisers, paraplanners, and admin staff work more efficiently.

Your feedback helps us build brilliant tools for you.

Which of the following best describes your role?

What are the biggest challenges you face when advising clients?

(Select up to three)

Gathering accurate financial information
Explaining complex financial concepts to clients
Managing compliance and regulation requirements
Keeping up with changing products and market conditions
Showing clients the impact of financial decisions in a clear way
Reducing time spent on manual calculations and admin
Other (please specify)

What software or tools do you currently use for financial calculations?

Are there any specific calculations or tasks you struggle with that a tool could help simplify?

Would you be interested in testing early versions of our tools and providing feedback?

Yes, I’d be happy to test and provide feedback
Maybe, depending on the time commitment
No, I’m just interested in using the final tools
Your email

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Company details

Company name: Focus Business Solutions Limited

Company number: 02874302

Registered address: 8 Hamilton Terrace, Leamington Spa, United Kingdom, CV32 4LY

Registered in: England and Wales

VAT number: 482 9474 46

Transforming financial advice.

Let's do something great together

Say

Thank you for your interest!

We’re developing tools to help financial advisers, paraplanners, and admin staff work more efficiently.

Your feedback helps us build brilliant tools for you.