Independent Financial Advisers - Financial Life Planning
As you know at Interface we always try to get as much information to you as we can – through the website, our guides, the podcast, on YouTube and through our blog. In fact, our website is a hub that’s bursting with lots of useful financial information, and we get so many compliments about what…
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I’ve been analysing the costs of running my electric car and I’ve also been feeling a little smug every time that I drive past a garage and see the rising cost of petrol! Strong Values and Keen Recyclers However, buying an electric car wasn’t just about the cost. I had made the decision before last…
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From the 29th of July, a little over a month from now, Funeral Planning will become regulated by the FCA, and only authorised advisers will be able to provide advice on Funeral Plans. It’s actually a vitally important subject, despite its sombre nature, and if you continue reading you will see why. Thanks Mum! If…
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Have you visited my website lately? You may well have – we’re getting hundreds of hits a day, sometimes even more and that’s because it is quite literally a treasure trove of financial information! The thing is, the website has done an incredible job in supplying not just my clients but anyone who drops in,…
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Lately, I think I’ve experienced a type of “burn-out”. Starting at 6.00am every morning and working 7 days a week has recently proved too much for me, especially at my age! The problem that I find is when you’re working from home, the temptation to just carry-on working (because you can) is too much. Unfortunately,…
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Every month, I like to conduct a full work meeting with everyone involved at Interface Financial Planning. These meetings are conducted via Zoom, mostly because I have employees based all over the country (and even the world!), so it makes meeting up much easier than taking the train, bus, car – or even plane over…
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With the beginning of a new year, my thoughts like so many other people in business always turn to “How I can do better?” As a starting point, I decided once again, to evaluate Interface’s business processes so I can start the year as efficiently as possible. You may think that sounds like a big…
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This week I’ve noticed a common theme and something that I’m not overly-happy about! I’ve been having a number of conversations about client fees, and I must admit that I am mildly irritated by it. Only yesterday I was in a discussion with a well-known investment platform. The platform is considering implementing a minimum fee…
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You’re used to the bubbly and upbeat Alan, and I know my blog of last week was about feeling overwhelmed with work and tasks at home. I used my “oxygen mask” as and when I needed to (if you haven’t read my blog, do have a look at it here) and started to breathe. However,…
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We live in the truly exciting age of technology; I just love it (and it keeps on evolving!). So anyone that doesn’t use at least some of the technology available will no doubt get left behind at some point. But, sometimes, technology doesn’t lend itself to an activity, let me explain what I mean. Just…
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