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Notice Board: Meetings, Seminars, & Courses (Alan Moran)

31^st March 2010: - Prestwood Advanced User Group, Kinver

16^th March 2010: - New Model Business Academy Workshop, Coventry

16^th February 2010: - Exchange Seminar, Sutton Coldfield

10^th February 2010: - Prestwood Advanced User Group, Kinver

9^th February 2010: - 1^st Software User Group Meeting, Bristol

17^th to 22^nd January 2010: Kinder Life Planning Course, Dorset

13^th & 14^th January 2010: - Social Media in Financial Services Conference, London

16^th December 2009: - Prestwood Advanced Group, Kinver

2^nd December 2009: - Ethical Investment Association Meeting, Birmingham

25^th & 26^th November2009: - Personal Finance Society Annual Conference, London

24^th & 25^th November 2009: - Kinder Seven Stages of Money Maturity Workshop, London

17^th November 2009: - BII LinkedIn Workshop, Birmingham

12^th November 2009: - FSA Treating Customer Fairly Seminar, Solihull

11^th November 2009: - New Model Business Academy Seminar, Nuneaton

5^th November 2009: - Prestwood Business Processes Meeting, Kinver

30^th to 31^st October 2009: - Alan attending House of Lords reception, London

5^th to 7^th October 2009: - Alan in Institute of Financial Planning Conference, Newport

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Interface Financial Planning Limited

122 Hamstead Hall Road
Handsworth Wood
Birmingham
B20 1JB

T: 0121 554 4444
F: 0121 554 0202
E: alan.moran@interface-ifa.co.uk

Skype: 0121 288 4416

Legal Information

The FSA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

Some of our documents use the Keyfacts logo required by the Financial Services Authority. To access the FSA's own moneymadeclear website click here.

Please download and read the following documents which are provided in Adobe Acrobat format.

Client Agreement

Client Fee Agreement for Financial Planning Clients

Initial Disclosure Document for Insurance Business

Terms of Business for Insurance Business

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Interface Financial Planning Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 424729

Interface Financial Planning Limited
Registered Address:
122 Hamstead Hall Road, Handsworth Wood, Birmingham, B20 1JB
Registered in UK, No. 2644317