Independent Financial Advice - Words of Wisdom and Guidance

Alan Moran
  • 5.0 (3)
  • INVESTING
  • UPDATED WEEKLY
Independent Financial Advice - Words of Wisdom and Guidance

The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised financial plan which sets them on the road to financial independence and personal freedom. When we can see that you can live the life that you want and achieve your dreams and goals without ever running out of money we know that our job is done. Our relationships with our clients are very important to us and they are built on integrity, authenticity and trust. You can relax and focus on the things that really matter, knowing that we are always on hand to help when you need us.

  1. 14/08/2023

    Why Your Phone Charger May Kill You

    In this blog Emma Crossick talks to Alan Moran about his harrowing experience of a recent and severe fire at his home. The fire brigade believe this was a caused by a faulty phone charger. After going through this he talks about what you need to think about just in case it happens to you.

    8 min

  2. 31/07/2023

    Is Insurance As Reassuring As It Should Be?

    Emma Crossick talks to Alan Moran from Interface Financial Planning about his recent experiences with insurance claims. Firstly his car was involved in a collision and then there was a major fire at his home. These incidents have meant a lot of contact with insurance companies to settle claims. Listen to find out more.

    8 min

  3. 24/07/2023

    Geraldine's Story

    Emma Crossick talks about how important it is to have a financial plan even if you don't start one until later life.

    7 min

  4. 17/07/2023

    Michaela’s Story

    It upsets us greatly here at Interface Financial Planning when we hear of Financial Advisors turning less fortunate people away when they ask for help.  They seem to believe that because the person who’s asking for help has no money, they aren’t worth helping! They seem to forget that we all started out that way. Emma Crossick tells us why it is worth helping.

    6 min

  5. 13/02/2023

    Tim and Lillian – Planning for the Unexpected

    When Alan Moran first met Tim in February 1999, he needed financial advice. They were introduced by another client and had never visited a Financial Adviser before, but Tim felt it was time to organise his finances and plan for the future. Emma Crossick takes up the story

    9 min

  6. 06/02/2023

    Caroline’s Story – Money Management for The Rest of Her Life

    “I would never have been able to do all of this without your help.  You’ve been so good to me over the years.” That’s what one of Alan Moran's clients, Caroline said to me recently.  Her words moved him, especially as she’s been a client for over 30 years. Emma Crossick take up the story on how Alan helped Caroline.

    6 min

  7. 30/01/2023

    Martin's Story

    This is the story of friendship and financial advice. Martin was one of Alan Moran's first clients when he first became an independent financial advisor and became a very good friend. Emma Crossick takes up the story.

    4 min

  8. 23/01/2023

    Margo's Story

    Roll back 20 years to October 2002 and Alan Moran had the privilege to meet Margo, a delightful lady who he is proud to still call my client today.  Emma Crossick tells Margo's story.

    5 min
See All (51)

Ratings & Reviews

5
out of 5
3 Ratings

About

The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised financial plan which sets them on the road to financial independence and personal freedom. When we can see that you can live the life that you want and achieve your dreams and goals without ever running out of money we know that our job is done. Our relationships with our clients are very important to us and they are built on integrity, authenticity and trust. You can relax and focus on the things that really matter, knowing that we are always on hand to help when you need us.

Information

  • Creator
    Alan Moran
  • Years Active
    2020 - 2023
  • Episodes
    51
  • Rating
    Clean
  • Copyright
    © 2020 - Interface Financial Planning - Timeless by Scandinavianz | https://soundcloud.com/scandinavianz Music promoted by https://www.free-stock-music.com Creative Commons Attribution 3.0 Unported License https://creativecommons.org/licenses/by/3.0/deed.e
  • Show Website
    Independent Financial Advice - Words of Wisdom and Guidance

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