Our Online Help System – Life Goals & Getting Finances in Order

online finance systems

“Wealth is not his that has it, but his that enjoys it” -Benjamin Franklin “Wealth consists not in having great possessions, but in having few wants” -Epictetus “Time is the most valuable thing a man can spend” – Laertius Diogenes “The glow of one warm thought is to be worth than money.” -Thomas Jefferson “I…

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Do You Want to be in Control of your Finances?

Viewing Online Financial Help System

Well, do you? I bet you do! So, I have some great news for you and I’m not trying to sell you anything, this is purely for information (for my regular readers, you know how much I love sharing quality information). At Interface Financial Planning, we offer an online system to all of our clients…

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Harnessing the Power of Outsourcing

Outsourcing text on keyboard button.

Today, I’m calling on all businesses to improve their efficiency using outsourcing, not only to boost their productivity and profit margin but also to deliver better service to clients and customers.   Outsourcing is something that Interface Financial Planning has relied on for many years and continues to do so.  Quite frankly, I don’t know where…

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Are you a Vulnerable Client?

A person caring for a vulnerable client

Being a Vulnerable Person Could Make You a Target for Finance Scams – Be Aware! Earlier this year the FCA launched guidance for Financial Advisors relating to the fair treatment of vulnerable clients.  On the FCA website it states that their research showed that “27.7 million adults in the UK now have characteristics of vulnerability…

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You Can Lead a Horse to Water

white horse

I love a good saying, and one of the ones that I find myself repeating time and again is “You can lead a horse to water but you can’t make it drink.” Usually, it rushes across my mind when I’m in the middle of a conversation with a client who’s umming and aahing over my…

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Cash Management Solutions

“Wealth is not his that has it, but his that enjoys it” -Benjamin Franklin “Wealth consists not in having great possessions, but in having few wants” -Epictetus “Time is the most valuable thing a man can spend” – Laertius Diogenes “The glow of one warm thought is to be worth than money.” -Thomas Jefferson “I…

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Defined Benefit Transfer Advice Process

“Wealth is not his that has it, but his that enjoys it” -Benjamin Franklin “Wealth consists not in having great possessions, but in having few wants” -Epictetus “Time is the most valuable thing a man can spend” – Laertius Diogenes “The glow of one warm thought is to be worth than money.” -Thomas Jefferson “I…

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A time for reflection

Moments of reflection

Today is the eleventh of November, Remembrance Day. As I listened to the last post being played at the official ceremony at The Cenotaph yesterday my memory took me back to the half a dozen times that I have listened to it being played at the Menin Gate in Ypres. The last post has been…

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