Birmingham Lake

"Wealth is not his that has it, but his that enjoys it"

-Benjamin Franklin

Traveling in the Alps

"Wealth consists not in having great possessions, but in having few wants"


Traveling in Crete

"Time is the most valuable thing a man can spend"

- Laertius Diogenes

Morris Dancing Birmingham

"The glow of one warm thought is to be worth than money."

-Thomas Jefferson

Alan Moran Independent Financial Adviser Birmingham

"I don't care too much for money for money can't buy me love"

- The Beatles

Traveling in the Red Sea

"Simple, genuine goodness is the best capital to found the business of this life upon. It lasts when fame and money fail, and it is the only riches we can take out this world with us."

-Louisa May Alcott, Little Men

cliffs of dover

"And though I have the gift of prophecy, and understand all mysteries, and all knowledge, and though I have all faith, so that I could remove mountains, and have not charity, I am nothing."

-St. Paul

Finance in the Big City

"Not he who has much is rich but he who gives much"

-Erich Fromm

Birmingham UK Sunset

"Life is what happens to you while you are busy making other plans"

-John Lennon

Travels - A well lived life

"I pity that man who wants a coat so cheap that the man or woman who produces the cloth shall starve in the process"

-Benjamin Harrison

How to Make an Appointment

From our website at

Click on Schedule an Appointment in the bottom right corner

When the next screen comes up click on Schedule Now

Choose who you want to talk to from the following:

Select Alan Moran (preferred) and choose Zoom or Phone option (Zoom is preferred)

This provides access to our diaries where you can choose a convenient time – you can choose up to three times.

After selecting your time or times click Continue

On the next screen complete your details and then click "Confirm Booking Now".

If you are an existing client or you have registered before the system will remember your details and you can view a record of your previous meetings.

Your request will be sent to Alan Moran (or other chosen person) and they will confirm your appointment. 

In unusual circumstances you might be asked to consider an alternative meeting time.