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
17th June 2019
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
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

Make an enquiry
About us

Alan Moran is strongly principled and compassionate who believes that the purpose of life is to make the world a little better by helping others to improve their lives.

He became a Certified Financial Planner in 1995 and a Fellow of the Institute of Financial Planning, and a Life Member in 1996. He was one of the first Chartered Financial Planners in 2005 and he is now one of the most highly qualified independent financial advisers in the UK.

He has many years' experience of working with clients at all stages of their lives, and he helps clients of any age and with any level of assets. When new clients contact, he always tries to help.

His practice provides comprehensive financial planning practice for personal clients which takes a holistic approach to their problems, concerns, and objectives. He works with clients on an on-going basis to ensure that they reach their goals and objectives so that some clients have been his clients for more than twenty years.

Clients are provided with their online account where they exchange messages and documents securely, view their investments and reports, and they have immediate access to their paper file.

Our services

We work with clients approaching or in retirement ensuring they achieve what they want without ever running out of money.

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

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