Our Client Stories
We have helped clients for over 25 years and we have many wonderful examples of where our help and advice has improved our clients’ lives. We have decided to share some of those stories and our intention is to add one story a month.
You will appreciate that for confidentiality some names have been changed but we guarantee that every one of these cases is a real story of one of our clients.
We love your feedback so if you have any comments or queries please get in touch.
"You feel like a valued customer and human being, and not just another number or name on a spreadsheet" - Paul, Birmingham
"Alan is genuinely interested in my circumstances, and owns a readiness to go beyond what I had imagined would be the boundaries of the role" - Steven, Cirencester
"He is able to offer a range of services and makes you feel that, even with small investments, nothing is too much trouble and that you are a valued part of his business, not just a customer" - Sylvia, Birmingham
Readers should not rely on, or take any action or steps, based on anything within these case studies without first taking appropriate advice. Interface Financial Planning Ltd cannot be held responsible for any decisions based on the content of these case studies where such advice has not been sought or taken.
All clients are unique, and advice provided is specific to their circumstances. The details provided in each case study are limited and you should not assume that the advice provided would apply to you because your circumstances may be very different.
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