"Wealth is not his that has it, but his that enjoys it"
"Wealth consists not in having great possessions, but in having few wants"
"Time is the most valuable thing a man can spend"
- Laertius Diogenes
"The glow of one warm thought is to be worth than money."
"I don't care too much for money for money can't buy me love"
- The Beatles
"Simple, genuine goodness is the best capital to found the business of this life upon. It lasts when fame and money fail, and it is the only riches we can take out this world with us."
-Louisa May Alcott, Little Men
"And though I have the gift of prophecy, and understand all mysteries, and all knowledge, and though I have all faith, so that I could remove mountains, and have not charity, I am nothing."
"Not he who has much is rich but he who gives much"
"Life is what happens to you while you are busy making other plans"
"I pity that man who wants a coat so cheap that the man or woman who produces the cloth shall starve in the process"
I first met Claudette in October 1990 when she was 25 and we have kept in regular contact over the years. She is now at a stage in her life where she wants to plan for the future and arrange financial planning that will allow retirement whilst maintaining her lifestyle. Claudette loves working with our online system because it helps her to take control of the admin and enables her to receive advice whenever needed. Claudette is a model client, sharing our values and outlook on life.
"Trust is a big factor for me and knowing that Alan‘s there to look after my best interests means a lot."
Claudette - 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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