Advertise on podcast: Independent Financial Advice - Words of Wisdom and Guidance
This podcast has
51 episodes
Language
EnglishPublisher
Alan MoranExplicit
No
Date created
2020/10/14
Latest episode
2023/08/14
Average duration
7 min.
Release period
22 days
Description
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised financial plan which sets them on the road to financial independence and personal freedom. When we can see that you can live the life that you want and achieve your dreams and goals without ever running out of money we know that our job is done. Our relationships with our clients are very important to us and they are built on integrity, authenticity and trust. You can relax and focus on the things that really matter, knowing that we are always on hand to help when you need us.
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Why Your Phone Charger May Kill You
2023/08/14
In this blog Emma Crossick talks to Alan Moran about his harrowing experience of a recent and severe fire at his home. The fire brigade believe this was a caused by a faulty phone charger.
After going through this he talks about what you need to think about just in case it happens to you.
Is Insurance As Reassuring As It Should Be?
2023/07/31
Emma Crossick talks to Alan Moran from Interface Financial Planning about his recent experiences with insurance claims.
Firstly his car was involved in a collision and then there was a major fire at his home. These incidents have meant a lot of contact with insurance companies to settle claims. Listen to find out more.
Geraldine's Story
2023/07/24
Emma Crossick talks about how important it is to have a financial plan even if you don't start one until later life.
Michaela’s Story
2023/07/17
It upsets us greatly here at Interface Financial Planning when we hear of Financial Advisors turning less fortunate people away when they ask for help. They seem to believe that because the person who’s asking for help has no money, they aren’t worth helping!
They seem to forget that we all started out that way.
Emma Crossick tells us why it is worth helping.
Tim and Lillian – Planning for the Unexpected
2023/02/13
When Alan Moran first met Tim in February 1999, he needed financial advice. They were introduced by another client and had never visited a Financial Adviser before, but Tim felt it was time to organise his finances and plan for the future.
Emma Crossick takes up the story
Caroline’s Story – Money Management for The Rest of Her Life
2023/02/06
“I would never have been able to do all of this without your help. You’ve been so good to me over the years.” That’s what one of Alan Moran's clients, Caroline said to me recently. Her words moved him, especially as she’s been a client for over 30 years.
Emma Crossick take up the story on how Alan helped Caroline.
Martin's Story
2023/01/30
This is the story of friendship and financial advice. Martin was one of Alan Moran's first clients when he first became an independent financial advisor and became a very good friend.
Emma Crossick takes up the story.
Margo's Story
2023/01/23
Roll back 20 years to October 2002 and Alan Moran had the privilege to meet Margo, a delightful lady who he is proud to still call my client today.
Emma Crossick tells Margo's story.
Fred's Story
2023/01/16
This is an interesting story about Fred, who’d come over from Jamaica on the Windrush when he was a teenager. As you can imagine, he arrived with absolutely nothing and yet he’d manage to build up a significant investment portfolio independently with very little advice.
Max Crossick takes up the story
Peter's Story
2023/01/09
Peter is a client very close to Alan Moran's heart and he is delighted to say that he has managed to make a huge difference to Peter’s life. His own story is an emotional one, a real rollercoaster and he’s had many challenges to overcome.
Emma Crossick takes up to story.
Zoe's Story
2023/01/02
If you’ve ever doubted that you can reach your financial goals and make your dreams come true, this genuine client story about Zoe will give you the boost you’re looking for!
Emma Crossick explains more..
Clients With Similar Stories
2022/12/26
This is the story of Aaron, Frances and Colin all of who have a similar story to tell about Interface Financial Planning.
Emma Crossick explains more..
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