Independent Financial Advisers - Financial Life Planning
Roll back 20 years to October 2002 and I had the privilege to meet Margo, a delightful lady who I am proud to still call my client today. At our first meeting, I discovered that Margo had received a sum of money and was seeking sound investment advice. She had already contacted no less than…
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Half of over 50s regret not saving into their pension sooner The days of working for a single employer for your entire career and retiring with a comfortable pension are largely gone. The responsibility for accumulating a retirement nest egg now rests with individuals as opposed to their employers. Saving enough for retirement is challenging…
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A client of mine called Martin introduced me to Nyasia who became another one of my valued clients – every client is of course, valued by me and my team. Nyasia wanted some help completing her tax returns. At Interface, we’ve always provided a very comprehensive service for our clients including compiling and filing tax…
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This is an interesting story about Fred, who’d come over from Jamaica on the Windrush when he was a teenager. As you can imagine, he arrived with absolutely nothing and yet he’d manage to build up a significant investment portfolio independently with very little advice. When he contacted me, he had recently retired and wanted…
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