Alan Moran

Alan Moran

Interface Financial Planning Limited

Minimum savings/pensions: Any amount

Unavailable for contact through VouchedFor

Based in West-Bromwich
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Top Rated 2026
Verified since: January, 2019
4.8 out of 5

104 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 May 2026

    Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Alan has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 02 February 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 17

    Qualifications Uploaded

    17 qualification certificates available to view

    Alan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Alan has not yet added their fees to their profile

  • 9

    Positive First Impressions

    67% of users who are not yet clients had a positive first experience with Alan

    67% of VouchedFor users have had a positive (4 or 5 star) first experience with Alan (based on 9 first impressions)

About

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. While we love face to face meetings our clients often prefer the convenience of open access to our online diary where they can choose their mutually convenient time and enjoy a meeting without having to travel to our office. This means that our system of operation is ideal for anyone who wants remote advice.