Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Interface Financial Planning Podcasts

show episodes
 
Artwork
 
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 fi ...
  continue reading
 
Loading …
show series
 
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 wor…
  continue reading
 
“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.…
  continue reading
 
Daphne came to Interface Financial Planning for her first meeting just about 15 years ago. She’d had a successful career and a relationship “Down South” but the failing health of her mother had brought her back to her hometown, Birmingham to act as her mother’s carer for her last couple of years. Listen to how Alan helped Daphne on her life journey…
  continue reading
 
In this episode Emma Crossick talks to Alan Moran about why new clients to Interface Financial Planning have to have their Wills and Lasting Powers of Attorney in place. This not only puts your mind at ease that your affairs will be in order if you die. It is also eases the burden on your family when dealing with your affairs after you have gone.…
  continue reading
 
In this episode Emma Crossick talks to Alan Moran about the online tools available via the Government website. These days, more and more tools are being made available online so it’s a good idea to take advantage of what’s available. If you want to put yourself in control and have easy access to what the government has available, it is crucial that…
  continue reading
 
In this episode Emma Crossick talks to Alan Moran about how you can be in control of your finances. They discuss how Interface Financial Planning offers an online system to all of their clients (and their non-clients too) where you can see the values of all your investments, pensions, bank accounts, shares and all of your national savings (premium …
  continue reading
 
In this episode Emma Crossick talks to Alan Moran about how important funeral planning is. People like to put off things that make them uncomfortable but it is important not to ignore it because the end is unfortunately inevitable. Having a plan in place relieves alot of stress from the bereaved and makes sure that your wishes are carried out after…
  continue reading
 
In this episode Emma Crossick talks to Alan Moran about common misconceptions about financial advisers. Financial Planning is NOT about flogging pensions and investments, it’s about looking after people’s money and advising them as best as possible as to how they can live as they want to with money in their pocket.…
  continue reading
 
In this episode Emma Crossick talks to Alan Moran about NS&I Premium Bonds. There are countless people out there who are unaware that they have Premium Bonds some of which have had winnings attached to them. Unlike the Lottery, Premium Bonds and their winnings don't go out of date. So its well worth checking to see if you have some.…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play