Independent Financial Advisers - Financial Life Planning
After five years of Brexit being in the news, you would think that someone could point out something positive about Brexit! Yet every day, there seems to be more and more evidence that leaving the EU was nothing but an unmitigated disaster. Roll Back the Years My first trip from England to another part of…
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Someone asked me recently, what’s the difference between a Financial Planner/Advisor and a Chartered Accountant I can give you a very simple answer. In broad terms, an accountant looks at what’s happened financially in the past whereas an advisor or planner looks to the future. So, an accountant will look at the figures you’ve done…
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Now this is a really important subject. I’m not talking about losing crisp, fresh notes when you’ve been to the cashpoint. Perhaps absent-mindedly not taking them with you because you’ve been busy concentrating on other things (although that’s incredibly annoying). Or dropping loose notes into an unzipped handbag because you think you’ll put them in…
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Happy New Year, Happy New Decade, I wish you all the best for the coming year and welcome to the 2020s. I am delighted that my debut into journalism with Professional Adviser has been well received and has had over 1000 views on LinkedIn and a similar number on Twitter and Facebook. My article reflects…
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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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