Interface Financial Planning Limited
49
Followers
Personal Information
Organization / Workplace
Birmingham, United Kingdom, West Midlands United Kingdom
Industry
Finance / Banking / Insurance
About
I am a Financial Life Planner and specialise in advising private clients who think that planning their futures so that they can achieve meaningful lives is important. I spend time with clients getting them to tell me what is in their heart’s core – what will make their lives feel fulfilled, and truly worthwhile. Then I work with them in showing them how to apply their financial resources so that they can achieve their most cherished goals and desires in the least possible time.
My clients are reassured by knowing that they are working with one of the most highly qualified advisers in the UK.
Technology is used to the full in order to enhance our client’s experience and to deliver high ...
Tags
financial life planning
See more
- Presentations
- Documents
- Infographics
Lifestyle Financial Planning
Yates & Co Financial Planners
•
13 years ago
Expect More From 2010
Organisations That Matter
•
14 years ago
Social Media In Financial Services George Kinder
Philip Calvert
•
14 years ago
Building Your Ideal Life - Top 10
PIQ Mentoring
•
17 years ago
The 3-Year Life Plan: Shaping your life around your values
Christophe Pelletier
•
15 years ago
Achieving Your Dreams: Manifesting Your Ideal Life
Racheal Cook
•
15 years ago
Life Planning Slides
anandnit
•
15 years ago