Interface Engages Expertise from throughout the UK and beyond

Independent Financial Adviser in Birmingham

Alan Moran

Owner and Independent Financial Adviser

Using the power of Outsourcing to deliver the best client service

Sarah Harvey - Processing Manager

Sarah Harvey - Processing Manager
Intuitive Support Services
Web: www.intuitivesupportservices.com
Email: sarah.harvey@intuitivesupportservices.com
Tel: 01376 743877

Client Management and Administration

Lucy Brand - Client Management and Administration
Intuitive Support Services
Web: www.intuitivesupportservices.com
Email: Lucy.Brand@intuitivesupportservices.com
Tel: 0203 63 77824

Regulatory Compliance - Financial Conduct Authority

Mel Holman  - Compliance Officer
Regulatory Compliance - Financial Conduct Authority
Compliance and Training Solutions Ltd
Web: www.complianceandtraining.co.uk
Email: mel@complianceandtraining.co.uk
Tel: 01206 230804

Finance CRM

Sarah Challenor - Data Manager
Client Fee Reconciliation, RMAR Reports for The FCA, and Data Management
Adviser Outsourcing
Web: www.adviseroutsourcing.com
Email: sarah.challenor@adviseroutsourcing.com
Tel: 07538 654468

CRM Development & Training

Eileen Murphy - CRM Development & Training

Informed Training Ltd.
Web: www.informedtraining.co.uk
Email: eileenmurphy@informedtraining.co.uk
Tel: 0121 3575944

jo-Morgan-Jigsaw

Joanne Morgan
Intelliflo Document Designer Specialist

Jigsawtree Outsourcing Ltd
Web: www.jigsawtree.com
Email: Jo.morgan@jigsawtree.com
Tel: 0770 352 3259

Accounts - HMRC & Companies House Reporting

Rob Holden Accountant
Accounts - HMRC & Companies House Reporting
Holden and Co
Web: www.holdenandco.net
Email: rob@holdenandco.net
Tel: 0844 9671212 Mob: 07775 530178

Dispute Resolution

Peter Turner - Dispute Resolution
Dispusolve
Web: www.dispusolve.com
Email: peter@dispusolve.com
Tel: 01628 474236

Standards Compliance ISO

Michelle Hoskins  - Systems and Standards Adviser
Standards Compliance ISO 22222 & BS 8577
Standards International Limited
Web: www.standardsinternational.co.uk/
Email: enquiries@standardsinternational.co.uk
Tel: 01462 790894

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Luella Keeley - Financial Locum
Keeleys & Co.
Web: www.keeleys.co.uk
Email: luella.keeley@keeleys.co.uk
Tel 0121 236 1288

FCA: Locums & other outside support. 

Nicola Bennett Finance call management

Nicola Bennett
Telephone Reception & Call Management

Moneypenny
Web: www.moneypenny.co.uk
Email: Nicola.Bennett@Moneypenny.co.uk
Tel: 0345 123 3700

Transcription Services

Nicki Brown - Transcription Services 
Transcribe It Ltd
Web: www.transcribeit.co.uk
Email: nickibrown@transcribeit.co.uk
Tel: 01992 445411

Marketing and Development

Time Management Coach

Clare Evans - Practice Management Coach
Web: www.clareevans.co.uk
Email: info@clareevans.co.uk
Tel: 01273 588297
Author of “Time Management for Dummies”

David Scarlett

David Scarlett
Business Focus & Marketing Coach

“Ignite, Inspire, Engage, Elevate”
Web: www.soulmillionaire.com
Email: david@soulmillionaire.co.uk
Tel: 01342 328300
Author of “The Soul Millionaire”

Business Development Consultant

Abbey Tanner
Business Development Consultant
A Business Innovation
Web: www.abusinessinnovation.com
Email: a.tanner@abusinessinnovation.com
Tel: 020 3137 2261

Email Newsletters & Marketing

Jon Pittham
Email Newsletters & Social Media

Clients First
Web: www.clients-first.co.uk
Email: enquiries@clients-first.co.uk
Tel: 0845 303 7788

Auto Receptionist Spencer Cork 'Voice-Over Recording Services'

Melanie Cork
Auto Receptionist

Spencer Cork 'Voice-Over Recording Services'
Web: www.spencercork.co.uk
Email: spencercork@hotmail.co.uk
Tel: 01304 271586

Outsourced Technology - Cloud based systems

jonathan

Jonathan Heaton
Key computers
Computer tech support & Hosted IT Solutions
Web: www.keycomputers.co.uk
Email: support@keycomputers.co.uk
Tel: 0203 239 6181

Interface Financial Planning Limited – Organigram - Outsourced Support Team

What our Clients say

 

Alan has the ability to listen and care about people

We first met Alan in 1999; we both wished that we had known him many years before. Alan has several attributes, in addition to his financial skills, the ability to listen and caring about people. From the first day that we met our financial affairs became organised, now to the point where we can say that we never have any financial worries, in fact we seem to be better off financially now more than ever before. All due to Alan's guidance and expertise. We both consider Alan a very good friend, nice to know he would be there if we needed him.

Norman & Peggy Howell, Birmingham

I always receive a fast and efficient response

It has been almost ten years now since David and myself first consulted you for advice and guidance on financial matters, so I feel that it's time that I wrote to thank you for the help and assistance that has always been forthcoming. Shortly after we had moved house in 1992, you advised us to switch from one type of mortgage to another, which turned out to be the most successful financial move we had made in years. Over the years we contacted you for financial advice and guidance when our daughter was heading for University, on taking out life and house assurance policies and general financial overhauls. Your recommendations have always been sound and given in a manner both efficient and friendly, none more so than when I was widowed just over two years ago and needed a considerable amount of help, immediately given upon request and with great sensitivity during what was a very difficult time for me. There is little I can add, except to also thank the rest of your staff, friendly voices at the end of the telephone who take and pass on my enquiries and ensure that I always receive a fast and efficient response. I can recommend, without reservation, Interface Financial Planning Limited.

Maureen Pittaway, Sutton Coldfield

A very special and caring person

Alan - A very special and caring person, who it's been a pleasure to meet - thank you again it's been a privilege and honour, your kindness has been second to none and we know you've helped probably more than you should but I can assure you it was all very much appreciated, more than you know.

Bill & Sue Ralph, Oldbury, West Midlands

Advice that has been invaluable

Alan has been our financial adviser for 5 years. He is professional, well informed and reliable, and his advice has been invaluable to us. He and his staff are courteous and efficient, and we have no hesitation in approaching him for advice on any aspect of our finances, or in recommending him to relatives, friends and colleagues.

Tony & Sue Critchley, Lichfield

Always friendly and considerate

Alan Moran has acted on our behalf for over 10 years. Alan has over this time always listened to our requirements and fed back to us the best options, given our constraints and made very useful alternatives suggestions. He has always been friendly and considerate. I would not now consider making any financial investment or savings decision without first consulting him.

Ian & Joyce Miller, Birmingham

Honest and always takes the time to explain everything thoroughly

Alan has acted as our family Financial Adviser for many years. He is honest, non-pushy and always takes the time to explain everything thoroughly as often as needed. Alan is not only our Financial Adviser but we regard him as our friend. We would have no hesitation in recommending him and his staff to anyone who needs a Financial Adviser they can trust.

Malcolm & Sylvia Smith, Perry Barr, Birmingham

Alan's sound advice has improved my life no end.

I was introduced to Alan Moran in 1999. I was juggling my finances just to keep afloat and was wary of taking outside advice. A close friend of mine recommended Alan as a reliable and honest adviser who would take great care in choosing the right path to get my financial affairs on track. Trusting their judgement, I arranged to meet Alan. I was treated with the utmost care, given time to consider the guidance that Alan provided and never pushed into taking on financial services. Meeting Alan and acting upon his sound advice has improved my life no end. Even on a limited income, prudent planning has enabled me to save for annual holidays and even cope with the occasional unexpected expense as well as keep up to date with all of my bills. I count Alan among my friends and have recommended him to both my sister and my parents. He really is the genuine article and I cannot thank him enough for all he did for me.

Zena Davis, Coventry

Alan's knowledge of financial matters is very comprehensive

Alan was introduced to me by a friend at the time when my finances were a mess and I just didn't know what to do for the best. Calmly, kindly and sympathetically Alan sorted everything out. Since then he and his wonderful team have sorted out my house and car insurances, my son's mortgage and pension plan and, last but not least, guided me through the ramifications of buying a property in Spain. I have recommended him to friends, as his knowledge of financial matters is very comprehensive and sound. Alan is able to offer advice without making the recipient feel a complete idiot and he takes time to explain things thoroughly and in a way that is understandable.

Tricia Adams, Cannock, Staffordshire

Alan's sound advice has improved my life no end.

I have been a client of Alan Moran's for 12 years and during that time he has given me valuable advice on all aspects of finance. He always explains everything thoroughly and has been particularly supportive during periods of crisis in my life. He helped my late husband and I when his business went into liquidation and was even more valuable when my husband died, pointing me in the right direction with my finances and getting me to invest my money sensibly and with the just rewards that I am now experiencing. I regard Alan not only as my Financial Adviser, but also as my friend, and would, and in fact have, recommended Interface Financial Planning Services to anyone needing a Financial Adviser they can trust.

Marian Poolley, Sutton Coldfield

Efficient and reliable in terms of financial decision making

Alan Moran has been our independent financial adviser for a number of years. He has proven to be an efficient and reliable person to guide us in terms of financial decision making with regard to planning and management of current and future economic matters. He is friendly, discreet, careful and always courteous.

Chris & Tony Hampton, Halesowen

Highly professional, friendly and supportive approach

We have been clients of Alan Moran (Interface Financial Planning Ltd) for over five years. In this time, his highly professional, friendly and supportive approach has provided us with a thorough review of all aspects of our finances. We are now in a position where both our short term and long term financial planning is well organised and structured to suit our personal needs. We have recommended Alan and his team to many of our friends and know that they, like us, have been impressed and grateful for the care he has taken to provide such individual service.

Ann & Allan Rowlands, Handsworth Wood, Birmingham

Professional and friendly manner

Just dropping you a line to say thank you for all the help you've provided us throughout the purchase of our house and the investment policies you've recommended us. May we both thank you for the very professional and friendly way, in which you handled our business, and look forward to hearing from you in the future.

John Fletcher & Linda Davis, Bromsgrove

Wouldn't hesitate to recommend

We were recommended to Alan by my brother in law and have been very pleased with his advice and assistance. Since using his services, we have organised our Wills, Pensions and re-jigged our finances, and now would not consider making any financial investment or savings decision without first contacting him! We would have no hesitation in recommending his services to anyone requiring sound independent financial advice.

Richard Salaman & Emma Staples, Surrey

Valuable advice on our mortgage, future planning, savings and pension investments.

Seeking financial advice for the first time, I received details of three local IFAs. However, these cold statistics gave no idea of the actual person to whom I would need to entrust confidential information. Sometime later I came across an article in a local paper by Alan (Moran) in which the writer came over as friendly and trustworthy as well as being a qualified IFA. Having contacted Interface Financial Planning, the result has been a friendly relationship and valuable advice on our mortgage, future planning, savings and pension investments.

Mike & Gloria Nash, Great Barr, Birmingham

I have never had a single financial concern

The best thing financially that I ever did when I contacted Alan. I have never had a single financial concern and he has supported me through difficult times including the death of my dear wife.

Norman Howell, Birmingham