Independent Financial Advice - Words of Wisdom and Guidance
9 FOLLOWERS
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..
Independent Financial Advice - Words of Wisdom and Guidance
9M ago
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 ..read more
Independent Financial Advice - Words of Wisdom and Guidance
9M ago
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 ..read more
Independent Financial Advice - Words of Wisdom and Guidance
9M ago
Emma Crossick talks about how important it is to have a financial plan even if you don't start one until later life ..read more
Independent Financial Advice - Words of Wisdom and Guidance
10M ago
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 ..read more
Independent Financial Advice - Words of Wisdom and Guidance
1y ago
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 ..read more
Independent Financial Advice - Words of Wisdom and Guidance
1y ago
“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 ..read more
Independent Financial Advice - Words of Wisdom and Guidance
1y ago
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 ..read more
Independent Financial Advice - Words of Wisdom and Guidance
1y ago
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 ..read more
Independent Financial Advice - Words of Wisdom and Guidance
1y ago
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 ..read more
Independent Financial Advice - Words of Wisdom and Guidance
1y ago
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 ..read more