Delivering advice shouldn’t take all week.
Hours of case prep, advice that varies between advisers, manual handoffs and paraplanner queues. The work isn’t hard — the delivery is.
In their words
The frustrations UK advisers actually face
The day-to-day friction that drags advice delivery down — straight from the people living it.
Why delivery is the bottleneck
Advice firms rarely struggle with the advice itself. They struggle to deliver it consistently, at a cost that scales.
The same case takes one adviser two hours and another two days. Work stalls in a paraplanner queue. Evidence is captured differently every time, so case-checking is slow and sampling-based. Every manual handoff between systems is a chance to rekey, mis-key, or lose the thread.
The result is a low cost-to-income ratio that won't move, and a business that can only grow by adding headcount.
At one firm, working out a single optimisation took around 9 hours per case. With the engine it takes seconds.
— Skipton Building Society advice journey
How Focus fixes delivery
Consistent advice, delivered fast
Advice Management
The practice-management hub: configurable journeys, workflow and tasks, suitability output — every case follows your defined process.
The advice engines
Financial Health Check, the Advice Engine and the Lifetime Optimiser turn hours of analysis into seconds — the same answer every time.
Straight-through
Workflow and STP carry the engine’s output into the case, the suitability letter and the platform — no re-keying, no handoffs.
Deliver more advice, to more clients, at lower cost.
Up to 50% off adviser journey times, with minimal case checking. See how advice delivery works when the platform does the admin.