Alan Moran: Financial management - starting with the basics

Learned from the best

clock • 9 min read

Alan Moran has been sharing his financial management system (learned from his dear Nan) with clients for more than 30 years. Here, with a few client anecdotes thrown in, he shares it with PA...

Do you really understand what financial management is about? There's a lot of jargon out there and different people have different viewpoints so I'm going to give you an overview. Without doubt, there's misconception surrounding financial planning - in that it's about pensions and investments, which fund you choose, and the risk attached. This might be controversial, but I feel I am qualified to say that I fundamentally disagree. It is about managing your money in and managing your money out. Lessons from my Nan...

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