To Round Up 2022

2022 balloons

So here we are again – the end of another year is in sight, and I just can’t believe that it’s already Christmas time!  The months really do fly, and with that I thought it was worthwhile to sign off the year by giving the readers of Professional Adviser a brief Interface Financial Planning update.…

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Tim and Lillian – Planning for the Unexpected

slinky - flexible financial plans

When I first met Tim in February 1999, he needed financial advice.  He was introduced to me by another client and had never visited a Financial Adviser before, but he felt it was time to organise his finances and plan for the future.  Tim was married to Lillian (who he brought to our first meeting)…

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