Independent Financial Advice - Words of Wisdom and Guidance
Business & Economics Podcasts
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...
Location:
United Kingdom
Description:
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.
Twitter:
@Alan_Moran
Language:
English
Episodes
Why Your Phone Charger May Kill You
8/14/2023
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.
Duration:00:08:22
Is Insurance As Reassuring As It Should Be?
7/31/2023
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.
Duration:00:07:36
Geraldine's Story
7/24/2023
Emma Crossick talks about how important it is to have a financial plan even if you don't start one until later life.
Duration:00:07:19
Michaela’s Story
7/17/2023
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.
Duration:00:05:49
Tim and Lillian – Planning for the Unexpected
2/13/2023
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
Duration:00:08:45
Caroline’s Story – Money Management for The Rest of Her Life
2/6/2023
“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.
Duration:00:06:28
Martin's Story
1/30/2023
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.
Duration:00:04:11
Margo's Story
1/23/2023
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.
Duration:00:04:32
Fred's Story - A Windrush Success Story
1/16/2023
This is an interesting story about Fred, who’d come over from Jamaica on the Windrush when he was a teenager. As you can imagine, he arrived with absolutely nothing and yet he’d manage to build up a significant investment portfolio independently with very little advice.
Max Crossick takes up the story
Duration:00:03:01
Peter's Story
1/9/2023
Peter is a client very close to Alan Moran's heart and he is delighted to say that he has managed to make a huge difference to Peter’s life. His own story is an emotional one, a real rollercoaster and he’s had many challenges to overcome.
Emma Crossick takes up to story.
Duration:00:06:48
Zoe's Story
1/2/2023
If you’ve ever doubted that you can reach your financial goals and make your dreams come true, this genuine client story about Zoe will give you the boost you’re looking for!
Emma Crossick explains more..
Duration:00:05:23
Clients With Similar Stories
12/26/2022
This is the story of Aaron, Frances and Colin all of who have a similar story to tell about Interface Financial Planning.
Emma Crossick explains more..
Duration:00:05:20
Nyasia & Cynthia's Stories
10/9/2022
In this episode Emma Crossick talks about two contrasting stories.
Firstly she talks about Nyasia who is flourishing financially by taking the advice of Alan Moran at Interface Financial Planning. On the other hand is Cynthia who while remaining a client seems to go her own way when it comes to advice.
Duration:00:03:42
Meet Brian & Elena
10/3/2022
In this episode Emma Crossick talks about how we all make mistakes but how they can sometimes lead to success.
This is the story of Brian & Elena. Brian signed up to a pension plan which he discovered was a mistake. Alan Moran came to his aid and proceeded to help.
Duration:00:04:46
Monica's Story
9/26/2022
In this episode Emma Crossick taalks about how Interface Financial Planning has helped Monica.
After her husband left her, she was in need of some friendly and unstanding support with her finances. This is where Alan Moran stepped in to help.
Duration:00:05:08
Daphne’s Story
9/5/2022
Daphne came to Interface Financial Planning for her first meeting just about 15 years ago. She’d had a successful career and a relationship “Down South” but the failing health of her mother had brought her back to her hometown, Birmingham to act as her mother’s carer for her last couple of years.
Listen to how Alan helped Daphne on her life journey.
Duration:00:02:39
Running a New Electric Car
8/22/2022
In this episode Emma Crossick talks to Alan Moran about how he has been analysing the costs of running his electric car and also feeling a little smug every time that he drives past a garage and sees the rising cost of petrol!
Duration:00:07:16
Providing Funeral Planning Advice
8/8/2022
In this episode Emma Crossick talks to Alan Moran about how he has become an authorised advisor for funeral planning by the FCA.
Funeral advice in now regulated and as such has made Alan to jump on board and get authorised. It's not a subject many people want to talk about but as you will hear it's very important to do so.
Duration:00:07:15
A Centre for Education
8/1/2022
In this episode Emma Crossick talke to Alan Moran about how his website is becoming a centre for education and financial knowledge. Not just for his existing clients but for anyone visiting his website and wishing to learn
Duration:00:05:11
Internet Phishing and Scams
7/18/2022
In this episode Emma Crossick talks to Alan Moran about how a recent incident involving his web site has made him think about his online security. By following some simple rules you can stop the scammers from accessing your data.
Duration:00:08:25