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Birmingham, United Kingdom, West Midlands United Kingdom

Owner, Interface Financial Planning Limited

Finance / Banking / Insurance

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 ...