Interface Financial Planning

Interface Financial Planning We provide personalized and comprehensive life planning and financial planning services. In brief our investment portfolios are the best that you can get.

Providing independent financial advice to thinking clients for 25 years & now only for the 48%. We do this by working with our clients so that they understand what they want to achieve, we help them to identify their goals, ambitions, and dreams, and we help them plan to achieve them. During our financial planning sessions they get a clear idea of where their finances are now, and where their fina

nces will be in the future: in 5 years, 10 years, and beyond. We also consider the effect of major changes, both anticipated and unanticipated, and consider the effects on their lifetime cash flow and help to plan to mitigate any adverse effects. Our investments are simple to understand, specific to each individual client, low cost, highly diversified, easy to manage, transparent, and user friendly. When clients want to view their portfolio, full comprehensive information is available online 24/7 and we are always on hand to provide personal help and advice. Clients are backed up by a support team who have integrity, compassion and client care as their core values. Our clients are always given priority and we aim to delight clients with the service that they receive.

03/02/2026

The forthright broadcaster on Reform, embracing being a ‘milf’ and her experiences at the BBC

11/03/2025

🚀 Exciting news! I had the pleasure of joining Roland Whyte for a deep conversation about the future of financial advice. Learn about the delicate balance between technological advancements and human expertise in delivering personalized financial advice.

It was a fantastic discussion, and I’m excited for you to hear it!
https://open.spotify.com/episode/2X7b8j7TXEepP5wR27sTIJ?si=37d84b48ed944b64&nd=1&dlsi=2c47ef79a8f7478f&flow_ctx=a357c33b-b896-4782-b788-83720ca88aad%3A1741615630&_authfailed=1

Nokkel Talks · Episode

Independent Financial Advice - Words of Wisdom and Guidance : Why Your Phone Charger May Kill You
14/08/2023

Independent Financial Advice - Words of Wisdom and Guidance : Why Your Phone Charger May Kill You

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.

Independent Financial Advice - Words of Wisdom and Guidance : Is Insurance As Reassuring As It Should Be?
31/07/2023

Independent Financial Advice - Words of Wisdom and Guidance : Is Insurance As Reassuring As It Should Be?

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. List...

Independent Financial Advice - Words of Wisdom and Guidance : Geraldine's Story
24/07/2023

Independent Financial Advice - Words of Wisdom and Guidance : Geraldine's Story

talks about how important it is to have a financial plan even if you don't start one until later life.

Independent Financial Advice - Words of Wisdom and Guidance : Michaela’s Story
17/07/2023

Independent Financial Advice - Words of Wisdom and Guidance : Michaela’s Story

It upsets us greatly here at 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. tells us ...

Independent Financial Advice - Words of Wisdom and Guidance : Tim and Lillian – Planning for the Unexpected
13/02/2023

Independent Financial Advice - Words of Wisdom and Guidance : Tim and Lillian – Planning for the Unexpected

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. takes up the story

Independent Financial Advice - Words of Wisdom and Guidance : Caroline’s Story – Money Management for The Rest of Her Li...
06/02/2023

Independent Financial Advice - Words of Wisdom and Guidance : Caroline’s Story – Money Management for The Rest of Her Life

“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...

Independent Financial Advice - Words of Wisdom and Guidance : Martin's Story
30/01/2023

Independent Financial Advice - Words of Wisdom and Guidance : Martin's Story

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.

Independent Financial Advice - Words of Wisdom and Guidance : Margo's Story
23/01/2023

Independent Financial Advice - Words of Wisdom and Guidance : Margo's Story

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.

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Hamstead Hall Road 122
Birmingham
B201JB

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