For Lifestyle Financial Planning

Call us on 0121 554 4444
or email us at


Interface Financial Planning Limited

122 Hamstead Hall Road
Handsworth Wood
Birmingham
B20 1JB

T: 0121 554 4444

F: 0121 554 0202

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

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.

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

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