0121 659 8159
Based in West-Bromwich
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 11 March 2025
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Alan has not received any reviews in the last 12 months
Alan has not received any client reviews in the past 12 months
Independent Financial Adviser
Last checked: 03 February 2025
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
8
Positive First Impressions
63% of users who are not yet clients had a positive first experience with Alan
63% of VouchedFor users have had a positive (4 or 5 star) first experience with Alan (based on 8 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 11 March 2025
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Alan has not received any reviews in the last 12 months
Alan has not received any client reviews in the past 12 months
Independent Financial Adviser
Last checked: 03 February 2025
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
8
Positive First Impressions
63% of users who are not yet clients had a positive first experience with Alan
63% of VouchedFor users have had a positive (4 or 5 star) first experience with Alan (based on 8 first impressions)
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.
Offers available through VouchedFor
Contact Alan through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Alan's clients
Based on responses provided by clients who have reviewed this adviser
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