Why Focus?

We make financial advice delivery more efficient and more engaging

Think of us as a tech partner

UK-based since 1993, independent since 2024. ISO 27001 certified, on Microsoft Azure. Trusted by NFU Mutual, Santander, Skipton, Bank of Ireland.

Transforming financial advice

Why choose Focus as your partner?

We shift the dial

We succeed when you do

We recently talked a customer out of a large project. They came to us wanting a thing, but when we workshopped it with their advice team and tested with consumers, we showed them they didn't need it. We could have sold the consultancy and a solution. But that's not how we work.

We're proven

NFU Mutual. Santander. Skipton. HSBC. Bank of Ireland. 14-year partnerships don't happen by accident.

We're professional

We ship working software every two weeks. You'll see value before the ink on the contract is dry.

We're proactive

We'll tell you when your idea won't work — before you've spent six months building it. We had a customer who repeatedly refused our testing assistance and launched tools that failed. We're not upselling — we're increasing the chances your investment succeeds.

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

PROOF

Our track record in numbers

Up to 50%

Reduction in adviser journey times

14 yrs

Partnership with NFU Mutual

9 yrs

Partnership with Santander

7 yrs

Partnership with Skipton Building Society

30+ yrs

Building UK advice technology since 1993

15 yrs

Zero unplanned downtime in production

90%

Cases fully automated end-to-end

ISO 27001

Certified, MS Azure cloud, API-first

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.

BENEFITS

Better for clients, advisers, and the business

Working with Focus shifts outcomes for all three at once. Here's how each side feels the difference.

For your clients

Self-service or guided journeys designed specifically for them. Personalised digital presentation of advice that's simpler to understand than a suitability report. Omni-channel, switch between self-serve and adviser-led without losing context. "People like me" content that helps with lead generation.

For your advisers

More time for client engagement, not paperwork. Complex advice presented simply, so clients understand and trust it. Demonstrable hours removed from prep. Engines that produce consistent advice in line with firm policy, better file-checking, more cases "right first time".

For your business

Reduced cost-to-income ratio through automation. Compliance risk and case-checking costs cut by automated advice prep. Consistent outputs across firms and members. No data re-keying, fewer transcription errors, end-to-end straight-through processing. API-first architecture good for the next decade.

What do we do?

We make user-centred finTech

Designs people actually use. Service that picks up the phone.

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

How we behave

Six things we say out loud, because every team says it but few really do it

we ship every two weekswe tell you when you’re wrongwe test with real humanswe talk you out of bad ideaswe pick up the phonewe’re kinda fun, actuallywe ship every two weekswe tell you when you’re wrongwe test with real humanswe talk you out of bad ideaswe pick up the phonewe’re kinda fun, actuallywe ship every two weekswe tell you when you’re wrongwe test with real humanswe talk you out of bad ideaswe pick up the phonewe’re kinda fun, actually

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.