Independent Financial Advisers - Financial Life Planners
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Financial Guides
Our Guides are issued to enable our clients and visitors to become more informed about financial matters with the aim of enabling them to make better choices. They are intended as a starting point to compliment and not to replace obtaining good independent financial advice.
A new guide is added each month so if you do not find what you want please check back at another time. If you would like a guide on a specific topic, please get in touch and we will endeavour to make it available.
6. The 5 Minute Guide to Investing
7. The Importance of Investment Performance
8. A Guide to Investing Ethically
9. A Guide to Asset Allocation
10. How Asset Areas have Performed over the Decades - (coming soon)
11. Investing for Income in a low interest rate environment
12. A Guide to Venture Capital Trusts, Enterprise Investment Schemes, & Business Relief
13. A Guide to the Enterprise Investment Scheme (EIS)
14. Risk and Returns Visualised
15. The 5 Minute Guide to Planning Your Retirement Income
16. The Retirement Income Guide
17. Blended Retirement Solutions
18. The 5 Minute Guide to the Pension 'Prize'
19. The 5 Minute Guide to SIPPs
20. The New Pension Freedom Rules
21. Income Drawdown
22. Pensions and Divorce
23. A Guide to Defined Benefit Schemes
31. Financial Planning for Businesses
32. Sole Trader, Limited Company or Partnership?
33. Shareholder Protection
34. Auto-Enrolment (coming soon)
Other sources of financial information.
There are many other sources of advice that you may like to consult, and a random selection is below. The fact that they are listed is not an endorsement of any one of them and you should conduct your own due diligence.
If our clients request, we are able to provide any of our guides in large print, audio, or Braille formats.
In association with All Formats Queen Alexandra College Birmingham we can supply any format requested with an expected turnaround time of 7 days.
Our Three Stage Process can be seen in Large Print and you can listen to the Audio. A Braille version is also available.
Readers should not rely on, or take any action or steps, based on anything written in these guides without first taking appropriate advice. Interface Financial Planning Ltd cannot be held responsible for any decisions based on the wording in these guides where such advice has not been sought or taken.
The information contained in these guides is based on legislation as of the date of preparation and this may be subject to change. We will aim to keep them up to date but inevitably there may be a time delay so current legislation should always be checked.
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