Welcoming Jason Reading-Green to the team
Focus appoints Jason Reading-Green as Business Growth Lead to drive its expansion and bring its advice technology to more financial advice firms.
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Funkled and Focus Partner to Turn Financial Education into Advice-Ready Clients
Funkled and Focus have partnered to embed Focus's digital client engagement tools directly into Funkled's free learning platform - giving advisers, employers and providers a new route to more engaged, advice-ready clients.
What's really blocking UK advice firms
UK advice firms don't have five separate tech problems - they have one: the "Frankenstack," a patchwork of tools bolted on over time that's great at capturing and explaining client data but weak at actually deciding and acting. This piece breaks down why that gap causes so much adviser frustration, and lays out the two real ways to fix it.
Why Focus will be at Plannex Live 26 - and why you should be too
Focus is proud to sponsor Plannex Live 2026, one of the UK's most innovative events for ambitious financial planners. Taking place in Manchester on 8–9 July.
Empowering advice through technology: Why EATT is the event for future-focused advisers
Why Empowering Advice Through Technology (EATT) 2026 matters for advice firms, and how Focus is helping advisers turn technology into better outcomes.
Cutting Through the AI Noise: Where Technology Actually Matters in Financial Advice
Sanj Champaneria on where AI sits in the advice process, and why capture must pair with explainable analysis.
Bridging the gap: Reflections from the PFS National Conference 2025
Dave Upton shares what the profession is doing to close the advice, talent, innovation and generation gaps after the PFS National Conference 2025.
NFU Mutual goes live with Focus Advice Technology's new platform
Focus Advice Technology deploys its next-generation advice platform with NFU Mutual, delivering holistic financial planning at scale.
Mind the gap: bridging the divides shaping the future of financial advice
Ahead of the PFS National Conference 2025, Focus explores how to close the advice, talent, innovation and generation gaps.
An independent Focus
Focus Business Solutions returns to independence after nearly 14 years following successful completion of management buyout.
Pro footballer portal, from Focus
ProSport approached Focus on behalf of the Professional Footballer's Association (PFA) to produce an education and engagement tool to drive better long-term planning.
Customer fact find tool, from Focus
Skipton Building Society wanted their customers to simply and securely start a fact find process and upload documents. Our solution reduced face-to-face meeting time.
Consumer trading app, from Focus
Focus created Aberdeen's first consumer-facing mobile app, launching it in Thailand in 2023, with onboarding, personalised portal, fund search and trading.
Customer conversation tool, from Focus
We developed a solution that helps Skipton Building Society identify suitable candidates for financial advice, cutting wasted appointment costs and elapsed time.
Institutional investor portal, from Focus
We developed Aberdeen Connect to service institutional clients worldwide, allowing them to view near real time valuations, transactions and holdings data.
Articles and case studies, from Focus
press-release
Welcoming Jason Reading-Green to the team
Focus appoints Jason Reading-Green as Business Growth Lead to drive its expansion and bring its advice technology to more financial advice firms.
1 Sept 2026
press-release
Funkled and Focus Partner to Turn Financial Education into Advice-Ready Clients
Funkled and Focus have partnered to embed Focus's digital client engagement tools directly into Funkled's free learning platform - giving advisers, employers and providers a new route to more engaged, advice-ready clients.
29 Jul 2026
blog
What's really blocking UK advice firms
UK advice firms don't have five separate tech problems - they have one: the "Frankenstack," a patchwork of tools bolted on over time that's great at capturing and explaining client data but weak at actually deciding and acting. This piece breaks down why that gap causes so much adviser frustration, and lays out the two real ways to fix it.
21 Jul 2026
blog
Why Focus will be at Plannex Live 26 - and why you should be too
Focus is proud to sponsor Plannex Live 2026, one of the UK's most innovative events for ambitious financial planners. Taking place in Manchester on 8–9 July.
9 Jun 2026
blog
Empowering advice through technology: Why EATT is the event for future-focused advisers
Why Empowering Advice Through Technology (EATT) 2026 matters for advice firms, and how Focus is helping advisers turn technology into better outcomes.
15 Jan 2026
blog
Cutting Through the AI Noise: Where Technology Actually Matters in Financial Advice
Sanj Champaneria on where AI sits in the advice process, and why capture must pair with explainable analysis.
1 Dec 2025
blog
Bridging the gap: Reflections from the PFS National Conference 2025
Dave Upton shares what the profession is doing to close the advice, talent, innovation and generation gaps after the PFS National Conference 2025.
15 Nov 2025
press-release
NFU Mutual goes live with Focus Advice Technology's new platform
Focus Advice Technology deploys its next-generation advice platform with NFU Mutual, delivering holistic financial planning at scale.
10 Nov 2025
blog
Mind the gap: bridging the divides shaping the future of financial advice
Ahead of the PFS National Conference 2025, Focus explores how to close the advice, talent, innovation and generation gaps.
1 Nov 2025
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