Interface Financial Planning Ltd
Independent Financial Advisers
122 Hamstead Hall Road, Handsworth Wood, Birmingham, West Midlands, B20 1JB (Show me directions) Show Map
Online Orders
0121 554 7444 0121 554 7444
Monday to Friday: 09:00 to 17:00 , Saturday to Sunday: Closed
Profile
Financial Planning
Interface Financial Planning started providing independent financial advice in 1992. It provides professional advice and quality service to private clients who have modest income and wealth.
We believe that every client should have access to highly qualified advice and expertise. Our mission has always been to help 'ordinary' clients, putting people before profit and making a difference in our client's lives before financial return.
Alan Moran is strongly principled and highly motivated to do the right thing for his clients, he became a CFP in 1995 and a Fellow of the Institute of Financial Planning, and a Life Member in 1996. We have many years' experience of working with clients at all stages of their lives so we help clients of any age and with any level of assets. When new clients contact us we always listen and see if we are able to help.
One of our specialist areas is working with clients approaching or in retirement where we aim to ensure that they achieve what they want without ever running out of money
Clients are encouraged to access their online account where they can exchange messages and documents securely, view their investments and reports, and they have immediate access to their paper file.
We have a well established online system where we can provide clients with advice from the comfort of their own homes.