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"

-Epictetus

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 Planning Educational Videos

With our background in education we are passionate about providing information to our clients because we believe that the more understanding that they have the better is their decision making.

We are continually adding to this resource so if you have any suggestions for additions they would be very welcome.
Our hope is that everyone will find these videos a useful resource and if after watching them you feel that we may be able to help you please get in touch.

Financial Planning

Your Financial Bucket

The 3 Hats of Financial Planning

The Benefit of Independent Advice

Cash Flow Financial Planning

Life Assurance & Your Family

Arranging a Mortgage

Investment and Pension planning

Income Drawdown

How to Optimise Returns on Your Pension Plan

Investing for Income

Asset Allocation and Diversification

Pension Freedoms

Rebalancing your Investment Portfolio

Pension Consolidation

Planning Your Retirement Income

Managing Finances Through A Finacial Crisis

Later Life Planning

Long Term Care

Lasting Powers of Attorney

Equity Release

Estate Planning

Estate and Inheritance Tax Planning

Residence Nil Rate band

Generational IHT

Protecting Your Assets

Marriage After Death

Divorce of Beneficiaries

Creditors and Bankruptcy

Make a Will

Will Clarity

What is a Trust?

Trusts to Each His Own

Why use a Professional Trustee?

Business Planning

Business Succession

Cross Option Agreements

Financial Planning for Business Owners

Protecting your Business

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

The information contained in these videos is based on legislation as of the date of preparation and this may be subject to change. We will aim to keep them up to date but inevitably there may be a time delay so current legislation should always be checked.
©2018 Interface Financial Planning Ltd.
Content supplied by: Independent Check Ltd and Countrywide Tax & Trust Corporation Ltd
Web Design by: Lark Ismail - Jolly Good Media