Financial Planning is not the end but only the means to the end. It's tragic when some people have spent years climbing up their ladder only to find that it's leaning against the wrong wall! Time must be given to working out what you want out of life and only then can financial planning really help you and give you real value.
For some of our clients, ethical, moral or religious beliefs are the most important; for others social or family matters; many just say they want 'to make a difference' and others simply that they want to get the most out of life. Whatever your goals are, you should give it some time. Life is not a rehearsal.
For some of our clients, ethical, moral or religious beliefs are the most important; for others social or family matters; many just say they want 'to make a difference' and others simply that they want to get the most out of life. Whatever your goals are, you should give it some time. Life is not a rehearsal.
Services
We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second.
Interface Financial Planning started providing independent financial advice in 1992. From the beginning it had the aim of providing professional advice and quality service to people with modest income and wealth. This mission statement has been our torch to light the path ahead and has been the reason that we have endured for over 24 years.
Alan has several attributes, in addition to his financial skills, the ability to listen and caring about people. From the first day that we met our financial affairs became organised, now to the point where we can say that we never have any financial worries, in fact we seem to be better off financially now more than ever before.
Today, all employers have to offer a Workplace Pension to eligible workers. This was through a staging process, starting with very large employers and slowly bringing in smaller employers so that by 2017 all employers were included. This way of getting people to join, through an automatic enrolment ("auto-enrolment") approach has proven very successful.
When you come to draw upon your pension you have three basic options. They are: withdraw your whole pension pot in one go; buy an annuity; retain the money within the pension and use 'Drawdown' to take an income. This guide is not about these choices and which one is right for you. It is not about the technical nature of drawdown.
Reviews
Be the first to review Interface Financial Planning.
Write a Review
