Alan Moran: Here's what I've learned after 30 years in advice

Advice milestone

clock • 4 min read

In his first column for Professional Adviser, Interface Financial Planning owner and IFA of thirty years Alan Moran takes stock of his career to date and gives younger advisers some words of wisdom...

Welcome to the 2020s! As we start the new decade, I reach a personal landmark because I can now reflect back over 30 years of helping clients as their financial adviser. How different things were in January 1990 when I took on my first clients when I was an agent for General Portfolio; the stories I could tell...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on People

People Moves: Andrew Hannay retires after more than 30 years in financial services

People Moves: Andrew Hannay retires after more than 30 years in financial services

RobMac veteran steps down following firm’s merger with Thorntons Wealth

Professional Adviser
clock 03 March 2025 • 1 min read
PFS adds two board members

PFS adds two board members

Including former WIFA Role Model of the Year Kate Gannon

Isabel Baxter
clock 28 February 2025 • 2 min read
ABI names Phoenix Group CEO Andy Briggs president

ABI names Phoenix Group CEO Andy Briggs president

He succeeds Zurich’s Tim Bailey

Jaskeet Briah
clock 26 February 2025 • 1 min read