Interface Financial Planning Limited

Reference number: 424729

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When interfacefinancialplanning.co.uk first appeared online, and whether it can receive email
  • What kind of line 0121 554 4444 is
  • Who else gives the postcode B20 1JB
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (15 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on investments
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
02644317
Company status
Active
Company type
Private limited company
Incorporated
10 September 1991 (35 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Life insurance (SIC 65110)
  • Non-life insurance (SIC 65120)
  • Other professional, scientific and technical activities not elsewhere classified (SIC 74909)

Directors and company secretaries

Name Role Born Appointed Other companies
Alan Moran Director Oct 1948 16 Oct 1991 2 other companies

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
2
closed down
1
still active
1

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£27.0k

−37% from £43.0k

Employees (average)

2

−33% from 3

Owed within a year

£1,414

−84% from £9,046

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 02644317. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Interface Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (7) All events (12)

2024

15 August 2024

  • Patricia Margaret Moran stopped being a part-owner

Companies House

2016

6 April 2016

  • Alan Moran became a part-owner (25–50% of shares)
  • Patricia Margaret Moran became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

1 March 2005

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1991

10 September 1991

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (7 shown here)
  • Every director appointment and resignation: 1
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Firms like Interface Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Birmingham

Standard Life Financial Advice Services LimitedBirminghamAuthorisedWesleyan Financial Services LimitedBirminghamAuthorisedAdler Financial Planning LimitedBirminghamAuthorisedAllsopp Financial Management LimitedBirminghamAuthorisedAnthony Darren ThursfieldBirminghamAuthorisedAscot Lloyd Financial Planning LimitedBirminghamAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Interface Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 12 events in its history

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Frequently asked questions about this firm

Is Interface Financial Planning Limited FCA authorised?
Yes, Interface Financial Planning Limited (FRN 424729) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Interface Financial Planning’s phone number and website?
The FCA register lists the phone number 0121 554 4444 and the website interfacefinancialplanning.co.uk for Interface Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Interface Financial Planning a scam or clone?
Interface Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Interface Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Interface Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Interface Financial Planning?
Companies House lists 2 people with significant control of Interface Financial Planning: Mr Alan Moran (25–50% of shares) and Mrs Patricia Margaret Moran (25–50% of shares).
Who runs Interface Financial Planning?
Companies House lists one director of Interface Financial Planning: Alan Moran.
How long has Interface Financial Planning been in business?
The company was formed on 10 September 1991, and has held its current FCA authorisation since March 2005.
What do Interface Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £27.0k (−37% from £43.0k).

Sources and links

The full report on Interface Financial Planning Limited

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