Why Focus?

We make financial advice delivery more efficient and more engaging

Two people happily working together

Think of us as a tech partner

Founded in 1993, we are a financial advice software business, based in the UK.

Transforming financial advice

Why choose Focus as your partner?

We shift the dial

We're passionate

We are excited for our work and how it positively impacts consumers. For more than 25 years we've been shifting the dial in financial services, in the UK and abroad.

We're proven

We deliver industrial-strength solutions to some of the largest wealth businesses in the UK, including high-street banks

We're professional

We deliver measurable value in an iterative way, so you can see your business benefit from the software you buy.

We're proactive

Ideas are great, but measurable outcomes are essential, so we focus on making progress rather than perfection.

We're kinda fun

Our team is home to some of the UK financial industry's brightest digital geeks, and our goal is to be the best tech partner you've ever worked with. Put us to the test.

Let's do something great together

hello@focusadvice.tech
Why choose Focus?

We make it easier

Digital journeys that solve key consumer problems, which you can use singly or connect to make powerful experiences.

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Use our ready-made engagement journeys, or create your own using our API, and engage clients using tools that feel human.

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Tie the journeys together with data in your current systems, or bring our tech platform in for even greater data re-use.

Learn more
What do we do?
We make
user-centred
finTech

Award-winning designs; world-class service.

Our offering includes a range of specialist financial advice and digital collaboration tools, such as personalised pension, investment and protection journeys, API-first calculation engines, personalised video, appointment booking, e-signatures and many others while supporting different languages and currencies.

Let's talk now Our software
Our values

Our values set us apart from other tech companies, because they're the same as yours

expert
insight-led
innovative
client-focused
consistent
outcome-driven
Who are we?

Meet the Focus leadership

We're a team of digital geeks with serious experience in delivering financial service software.

We create unique digital advice experiences.

We do this job because the outcomes can transform financial wellbeing.

Dave Upton

Managing Director

Andreea Platts

Head of Digital Product Management

Pete Kulak

Head of Digital Support

Craig Richards

Head of Operations

Mike Hearfield

Head of Digital Ideation

Nathan Kitchen

Head of Digital Development

Proven to deliver

Case study

International banks (various)

Our focus is on measurable results.

We think our customer successes speak for themselves. Here are some customers' key benefits:

First-time case check success

More than 99% (>100% increase)

Average monthly client return rate:

Average active clients per month: month:

At Focus, we combine human empathy and domain expertise to make software that works for people. We'd love to work with you.

Contact us

We work with advice businesses to ensure they shine

Get Focus