Funeral Planning
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 e...
13 Sep 20217min
Financial Advisers – The Common Misconceptions
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 peop...
16 Aug 20215min
Premium Bonds
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 t...
19 Juli 20216min
The Value of Listening
In this episode Emma Crossick talks to Alan Moran about the value of listening. They discuss how it's important to listen to others as it helps with understanding your clients needs.
5 Juli 20215min
A Guide to Equity Release
In this guide Orry Henderson talks about the two types of equity release available, Lifetime Mortgages and Home Reversion Plans. He will look at the pros and cons of each and answers some frequently a...
25 Juni 202126min
The Interface Philosophy Formula
In this episode Emma Crossick talks to Alan Moran about how important it is to him and the business to share information. The reason to share information is to guide people and combine his knowledge w...
22 Juni 20216min
Longevity
In this guide Orry Henderson looks at how long you are going to live is the most important element in dertermining how much money you are going to need in retirement. He also talks about the cruicial ...
11 Juni 202121min
A Guide to Pensions and Divorce
In this guide Orry Henderson talks about the considerations individuals need to take when it comes to pensions and divorce. Factors relating to pensions where a divorce is being agreed are often compl...
4 Juni 202127min
