Independent Financial Advisers - Financial Life Planning
I was leaving Sharm el Sheikh late on Saturday 17th October when I said to Tricia: “Putting on my financial planner hat: if the plane was to drop out of the sky it’s comforting to know that everything is place and that all of our affairs are in order.” Tricia shrugged it off and I…
Read MoreOne of my clients said to me a few days ago “sometimes there are more things than money” and I was inspired by how she was spending her time helping those less fortunate than her. Another client was telling me how she was helping in her local foodbank and how she was helping terminally ill…
Read MoreA new way to communicate securely and access your portfolio with Personal Finance Portal from Interface Financial Planning Limited. Providing my clients with first class service and market leading technology which puts them in control. Please register now to: 1. Communicate securely – for you to send and receive messages and documents 2. To access…
Read MoreWhat are your values? If anyone was to ask you, could you clearly state what your top ten values are? (And just as importantly what they are not!) Your core values are the underlying principles by which you live your life. When you live according to your core values you find that life is easy,…
Read MoreI hope that by the time you read this the weather will be warming up and you are starting to enjoy summer, it seems to be a long time in coming this year. In my May newsletter I explained why Interface had made a slow start to the year though I am pleased that we…
Read MoreI want to start this month with an apology because my recent client service has been poor. When you know that the sole purpose for me being an adviser is being available to help people you will understand me when I tell you that I have had a very frustrating time. For the last six…
Read MoreWhen reflecting over the last month I couldn’t help but think of Harold Wilson when he said “a week is a long time in politics” and a lot has certainly happened at Interface over the last month. I was pleased to be chosen as a ‘New Model Adviser’ and I was featured on the front…
Read MoreI hope that 2015 has got off to a good start and I look forward to seeing you soon. My apologies that you haven’t received a newsletter for a few months, our Moneywise newsletters stopped suddenly in October and we had to engage a replacement. This is the first newsletter using the services of Clients-First.…
Read MoreApril – what a busy month! As I write this on Monday 29th April I am amazed how time goes when you are so busy. Some great things have happened and I am delighted that Interface is more robust than ever and looking to the future. Further additions of support and other client services have…
Read More“We are nothing without respect” I saw those words daubed on wall when walking along the United Nations demilitarised zone in Nicosia (Lefkosia) Cyprus a year or so back – I wish I had taken a photo but like so many things the real impact did not hit me until later. The more I think…
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