Interface Financial Planning Limited

Ogólne informacje

Providing independent financial advice to thinking clients for 25 years & now only for the 48%. We do this by working with our clients so that they understand what they want to achieve, we help them to identify their goals, ambitions, and dreams, and we help them plan to achieve them. During our financial planning sessions they get a clear idea of where their finances are now, and where their finances will be in the future: in 5 years, 10 years, and beyond. We also consider the effect of major changes, both anticipated and unanticipated, and consider the effects on their lifetime cash flow and help to plan to mitigate any adverse effects. Our investments are simple to understand, specific to each individual client, low cost, highly diversified, easy to manage, transparent, and user friendly. In brief our investment portfolios are the best that you can get. When clients want to view their portfolio, full comprehensive information is available online 24/7 and we are always on hand to provide personal help and advice. Clients are backed up by a support team who have integrity, compassion and client care as their core values. Our clients are always given priority and we aim to delight clients with the service that they receive.