A Centre for Education and Learning About All Things Financial

blocks that spell out Learn

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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A Life Lesson

grass blown by wind at the sea

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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Work Meetings at Interface

Team having a meeting

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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Streamlining Business Processes

business blocks with arrows to goal

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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Costs and Value, providing value to our clients

Birmingham UK Library

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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Internet Phishing and Scams – A Warning to Heed!

cyber security

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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Streamlining Business Processes

Lightbulb and ideas process

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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How Big Is Your Carbon Footprint?

If we care about the future and the type of world our children and grandchildren are going to be living in, then the how big is our carbon footprint question is one we should all be asking ourselves. I was in a conversation last week with someone and the subject cropped up.  The person I…

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