Financial Education

For those of you that do not know me personally, you might not realise that I have a strong passion for education and learning. I may no longer be what you’d call a “spring chicken” but that doesn’t mean I can’t continue to broaden my mind! My Education My own journey through education was an…

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Interface Financial Website

Chatting to Alan this morning, he decided that he wanted to talk to me about how he likes to work.  It’s a good set up!  I think you’ll enjoy hearing about it, especially if you’re new to Interface Financial Planning – or even if you’re a long-standing client. Alan told me that when he started…

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We have some great news to announce this month: Tom Moran has joined Interface Financial Planning as a trainee financial planner. Initially Tom will provide an extra pair of hands which will help to improve our client service. One of his key roles will be client liaison, dealing with your secure messages, emails, phone calls,…

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I am left in awe at the amazing comments that clients have left for me recently. It makes me feel rather humble and exceedingly privileged to be working with such wonderful people. Please take a look on VouchedFor where you can search for me by name and read over twenty client reviews. A random sample…

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Client stories

Clients are often unaware of the multitude of business tasks that have to be completed by an Independent Financial Adviser firm. These are the essential requirements of running a business which operates in the most highly regulated regime in the world Over the last couple of months, the business tasks have taken a lot of…

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Global investment advice

Like it or loathe it the UK is going to leave the EU and as a consequence economic growth in the UK has already slowed and it is likely to stay that way. We have done some extensive research and we believe that our model portfolios need less UK emphasis and a more international approach.…

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