Interface Financial Planning Limited

Independent Financial Adviser 122 Hamstead Hall Road, West Midlands, Birmingham, B20 1JB
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
3rd December 2018
We work with clients approaching or in retirement ensuring they achieve what they want without ever running out of money.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Travel
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Adviser unavailable
This adviser is currently out of office and not available for contact
Recommend to a friend
Meet our advisers
Alan Moran CFP FIFP
Financial Life Planner
Accreditations
Chartered Financial Planner Later Life Accredited Adviser Certified Financial Planner ISO 22222- Personal Financial Planning Retirement advice standard Care advice standard
What our clients say
Alan Moran has acted on our behalf for over 15 years. Alan has over this time always listened to our requirements and fed back to us the best options, given our constraints and made very useful alternatives suggestions. He has always been friendly and considerate. I would not now consider making any financial investment or savings decision without first consulting him.
Tony & Sue Critchley, Lichfield
Alan: – A very special and caring person, who it's been a pleasure to meet - Thank you again It's been a privilege and honour, your kindness has been second to none and we know you've helped probably more than you should but I can assure you it was all very much appreciated, more than you know.
Bill & Sue Ralph, Oldbury
The best thing, financially that I ever did was when I contacted Alan. I have never had a single financial concern and he has supported me through difficult times including the death of my dear wife.
Norman Howell, Birmingham
Where to find us

122 Hamstead Hall Road, West Midlands, Birmingham, B20 1JB

Contact us
About us

Our mission has always been to help ‘ordinary’ clients, putting people before profit and making a difference in our client’s lives before financial return.

Alan Moran is strongly principled and highly motivated to do the right thing for his clients, he became a CFP in 1995 and a Fellow of the Institute of Financial Planning, and a Life Member in 1996.

He is a Registered Life Planner and he is a trainer for The Kinder Institute of Life Planning. His string of qualifications puts him at the top of his profession.

His company is Chartered, an Accredited Financial Planning Firm, and Certified to BS 8577.

Our services

Our relationship with our clients endures for years and through generations. We do this by working with our clients so that they understand what they want to achieve. They get a clear idea of where their finances are now, and where their finances will be in the future: 5 years, 10, and beyond. Our investments are simple to understand, specific to each individual client, low cost, easy to manage, and user friendly. In brief our investment portfolios are the best that you can get. And you are backed up by a support team who have integrity, compassion and client care

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Compliance Services provided by Mel Holman of Compliance & Training Solutions

Adviser unavailable
This adviser is currently out of office and not available for contact
Recommend to a friend
Adviser unavailable
This adviser is currently out of office and not available for contact
Recommend to a friend

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