Erich Fromm
Putting life first, money second
Putting Your Life First
We are a financial planning company committed to helping clients appreciate, understand, and achieve their dreams and aspirations. Unlike many financial advisers who focus solely on your money, we put your life first and your money second.
Life is not a rehearsal. We help ensure you have the correct life balance so your money supports the life you deserve. When we can see that you can live the life you want and achieve your dreams without ever running out of money, we know our job is done.
Our Story
Interface Financial Planning has provided independent financial advice since 1992, founded on the principle of putting people before profit. Led by Alan Moran, we’ve maintained our core values of integrity, compassion, respect, and loyalty throughout our 30+ year journey.
We’re proud that our first clients from 1990 remain with us today—testament to our commitment to lasting relationships built on trust and authenticity.
What Makes Us Different
We deliberately operate differently from most financial advisers
Rather than managing hundreds of clients with limited personal attention, we work with around one hundred clients, maintaining intimate, ongoing relationships that enable us to truly understand and support their financial goals.
We believe in telling clients the real truth about money—not which fund or product is marginally better, but answering the deeper questions:
- What do you want to do with your remaining time?
- How much is enough to maintain your desired lifestyle?
- How do you ensure you never run out of money?
- How do you ensure your family is totally financially secure?
Our Approach: Financial Life Planning
Traditional financial planning treats money as the client. We’ve embraced Financial Life Planning, which puts you at the centre of the equation.
Alan Moran is a qualified Registered Life Planner, trained by the Kinder Institute of Life Planning, and one of only a small number of practitioners in the UK.
Our process, called EVOKE™, involves five comprehensive stages designed to transform your relationship with money and create a meaningful path to financial freedom.
Exploration
Thought-provoking exercises, including the famous “3 Questions”, help identify what matters most to you
Vision
We help you craft your ideal life in vivid detail, transforming hopes into immediate, actionable goals
Obstacles
We identify and overcome “money excuses” and internal beliefs that limit your potential
Knowledge
Traditional financial planning skills are applied to support your life vision
Execution
We implement your personalised plan, setting you on the road to financial independence
Professional Excellence
Alan Moran is one of the UK’s most highly qualified advisers, becoming a Certified Financial Planner in 1995 and one of the first Chartered Financial Planners in 2005. His expertise is recognised by leading industry bodies including The CII, The IFP, and The Kinder Institute.
Chartered Firm Status
Accredited Financial Planning recognition demonstrating our commitment to professional excellence.
ISO 22222 Certified
Since 2009—the only international quality standard for personal financial planning.
BS 8577 Certified
Since 2013—the British Standard for financial advice and planning services.
Modern, Efficient Service
We’ve operated paperlessly for over a decade and maintain a cloud-based structure that reduces costs whilst maximising efficiency. Our team operates across the UK, from Colchester to Honiton to Leicester.
Clients access secure online accounts to exchange messages, view investments and reports, and access their complete file history. This transparency and openness is something our clients particularly value.
“Our relationships with clients are built on integrity, authenticity, and trust. You can relax and focus on what really matters, knowing we’re always on hand when you need us.”
