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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Do You Have a Lost Pension?

A couple looking up information on their pensions

This is a very important topic – for everyone, regardless of income or wealth, but possibly more so for the working generations, who may believe that they have no retirement fund at all. Did you know that in the UK, there are approximately 1.6 million lost pensions, worth approximately £19.4 billion, (some reports claim the…

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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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Funeral Planning, An Emotive Topic!

Couple sitting at desk funeral planning

What an uplifting topic and one that I have covered it before but it’s important to update these topics periodically, especially this one. The reason this came to mind was because yesterday morning I had to submit my application to the FCA to continue to be authorised to supply advice on Funeral Planning.  While the…

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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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Are You Ready for Ethical Investments?

Green Forest

This week I want to turn your focus to ethical investing.  It’s become a big topic for me, and it’s been especially on my mind over the past week – what with the extreme temperatures in the UK (in Northern Ireland especially), and the subsequent fires and floods. Worryingly, there’s been dams bursting and people…

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Financial Advisers – The Common Misconceptions

Woman enjoying flowers

To be honest, I’ve discussed this topic before in my Financial Advisers and Financial Planners – What’s the Difference piece (you can access here) but it never ceases to amaze me how people just assume they really know all about what I do.  Most of them (the vast majority) get it so wrong and while…

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Could You Have Hidden NS&I Premium Bonds?

British Pound

Recently, I’ve been working on an interesting project on National Savings and Premium Bonds.  I think it’s a great way for people to invest money.  Bond numbers can come up time and again, so once your numbers have been drawn, they don’t become obsolete, they go back into the draw again.  They’re tax efficient too…

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The Value of Listening

Large Ears Listening on Elhers Deer

I often talk about values and that’s because to me, they’re enormously important.  Everyone has values, if you don’t know what yours are, why not create your list? Once you’re in the flow, you’ll find you continue to add things to it!  One very important value to me is listening and I’ll tell you why…

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The Interface Philosophy Formula

Philosophy Statue - The Thinker

If you’ve read my blogs, listened to my podcasts, seen my videos or spent some time perusing the information on my website, you might have guessed that I’m quite a philosophical person.  If this is your first experience reading one of my blogs, then do read the others!  I believe they’re quite good fun –…

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