Caroline’s Story – Money Management for The Rest of Her Life

Independent Financial Advice - Words of Wisdom and Guidance

06-02-2023 • 6 mins

“I would never have been able to do all of this without your help.  You’ve been so good to me over the years.” That’s what one of Alan Moran's clients, Caroline said to me recently.  Her words moved him, especially as she’s been a client for over 30 years.

Emma Crossick take up the story on how Alan helped Caroline.