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

Our Client Stories

Couple investing in a low interest rate

We have helped clients for over 25 years and we have many wonderful examples of where our help and advice has improved our clients’ lives. We have decided to share some of those stories and our intention is to add one story a month.

You will appreciate that for confidentiality some names have been changed but we guarantee that every one of these cases is a real story of one of our clients.

We love your feedback so if you have any comments or queries please get in touch.

"You feel like a valued customer and human being, and not just another number or name on a spreadsheet" - Paul, Birmingham

"Alan is genuinely interested in my circumstances, and owns a readiness to go beyond what I had imagined would be the boundaries of the role" - Steven, Cirencester

"He is able to offer a range of services and makes you feel that, even with small investments, nothing is too much trouble and that you are a valued part of his business, not just a customer" - Sylvia, Birmingham

Readers should not rely on, or take any action or steps, based on anything within these case studies without first taking appropriate advice. Interface Financial Planning Ltd cannot be held responsible for any decisions based on the content of these case studies where such advice has not been sought or taken.

All clients are unique, and advice provided is specific to their circumstances. The details provided in each case study are limited and you should not assume that the advice provided would apply to you because your circumstances may be very different.
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