For Lifestyle Financial Planning

Call us on 0121 554 4444
or email us at


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

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

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

16th February 2010: - Exchange Seminar, Sutton Coldfield

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

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

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

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

16th December 2009: - Prestwood Advanced Group, Kinver

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

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

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

17th November 2009: - BII LinkedIn Workshop, Birmingham

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

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

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

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

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


Request for your feedback

    Watch latest videos
    on investment matters

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: Skype 0121 288 4416

Trustnet Portfolio

Monday, March 15, 2010

Portfolio allows you to create and monitor a portfolio of funds, mixing asset classes, domiciles, currencies and investment strategies, and allowing you to measure and compare performance in the currency of your choice.

Key features of Trustnet Global Portfolio:

  • View returns and holdings in the currency of your choice
  • Invest in a variety of international domiciles
  • Choose from a wide selection of investment vehicles
  • Powerful performance measurement and asset allocation tools
  • Compare and contrast against a broad range of globally recognised indices


Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Neither Interface Financial Planning Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

Interface Financial Planning Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do).