Independent Financial Advisers - Financial Life Planning
It upsets me greatly when I hear of Financial Advisors turning less fortunate people away when they ask for help. They seem to believe that because the person who’s asking for help has no money, they aren’t worth helping! They seem to forget that we all started out that way. I have always taken a…
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“Don’t you touch those clients with a barge pole!” shouted my manager angrily at me when I returned to the office. I will never forget that moment! It’s as if it happened just yesterday…. What am I talking about? Let me tell you. Many years ago back in January 1990, I was working for a…
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When I first met Tim in February 1999, he needed financial advice. He was introduced to me by another client and had never visited a Financial Adviser before, but he felt it was time to organise his finances and plan for the future. Tim was married to Lillian (who he brought to our first meeting)…
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“I would never have been able to do all of this without your help. You’ve been so good to me over the years.” That’s what my client Caroline said to me recently. Her words moved me, especially as she’s been my client for over 30 years. It is immensely satisfying to know that I’ve made…
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As you all know by now, I like to help others with solid, sound financial advice, life planning and by being a friend too. In doing so, I especially like to assist my clients who want to make the world a better place. If you’ve been reading my client stories, then you’ll find that to…
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A client of mine called Martin introduced me to Nyasia who became another one of my valued clients – every client is of course, valued by me and my team. Nyasia wanted some help completing her tax returns. At Interface, we’ve always provided a very comprehensive service for our clients including compiling and filing tax…
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This is an interesting story about Fred, who’d come over from Jamaica on the Windrush when he was a teenager. As you can imagine, he arrived with absolutely nothing and yet he’d manage to build up a significant investment portfolio independently with very little advice. When he contacted me, he had recently retired and wanted…
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This story is all about Brian and Elena who I’ve looked after since my early days as a Financial Advisor, when I started back in 1990. Initially, we’d met and completed some financial transactions but at the time, Brian and Elena didn’t get involved in financial planning. They were very nice, down-to-earth types, Brian was…
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Managing the Money You Have Today, I’m going to tell you about Zara and while her story is of course, personal, you might find some of it relates to you, if you are in, or have been in, a similar situation. Now Zara’s story wasn’t a unique situation and I’d seen it before, but I…
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Daphne came to my office for her first meeting just about 15 years ago. She’d had a successful career and a relationship “Down South” but the failing health of her mother had brought her back to her hometown, Birmingham to act as her mother’s carer for her last couple of years. A Time of Change…
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