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

Financial Advice in Times of Grief

Paul came to see us in 2016 after the death of his wife because the finances were in a confused state and he needed help. He is a busy head teacher now aged 47 and has two teenage sons who live at home. His mother and late father became clients in 1992 and his mother aged 76 has now been a client for 26 years. His brother and his wife have also been clients for many years, but Paul remained aloof and he now regrets not being in touch many years.


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

Paul - Birmingham

It was very important to gain financial advice in such a challenging time after my wife passed away. I needed to ensure that, as a newly single parent, I had my finances sorted out and had also made provision for my children in case anything happened to me. As neither my wife or myself had made a will, Alan’s advice and guidance through this very difficult period was invaluable, especially dealing with the paperwork associated with this.


It was important that I found someone that I could trust and someone that had a long record of helping and supporting my family. It was important that it would be someone who would not judge the situation that I found myself in but would offer high quality balanced advice in order to help me sort my finances out. I chose Alan because of his long track record of helping my family and because of the quality of his work and the advice and support he had provided them. We had previously taken advice but then had decided to try and manage things ourselves, but this proved to be a mistake. I like and appreciate the friendly and open manner in which Alan and Interface go about their work – you feel like a valued customer and human being, and not just another number or name on a spreadsheet. I was surprised by Alan’s wide experience in dealing with the many layers of paperwork that needed to be completed and the life planning service that he offers.


I have been more than satisfied with Alan’s service and advice in the time that I have been dealing with him. I am much happier with my financial future and the plans that have been put in place to help secure this. Don’t put off planning for your financial future as you are never aware of what lies around the corner. I would unreservedly recommend Alan and Interface Financial Planning to friends and family. If you want a first rate service, with sound financial advice, wrapped up with excellent customer service and sprinkled with a myriad of additional services, then contact them yourselves and see what they can offer.




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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