Financial Planning and Wealth Planning

Bespoke Financial Planning Experts

We offer a combination of clever
technologies, market-leading products and
straightforward personal advice.

InterestMe
Financial Planning

Working with you to set clear, achievable
goals for your financial future, including
ISAs and pensions.

InterestMe Wealth

Using Strategic Asset Allocation and
Tactical Risk Analysis to help
protect and grow your money

InterestMe ISA

Your easy route to higher tax-free returns.

Transfer existing ISAs or start a new ISA now

Financial Planning

Take financial advice from one of our
highly experienced, FCA-regulated
advisors.

Covers investment planning, pensions
and protections.

Wealth Management

Start a smart investment fund tailored to
your appetite for risk.

Uses manager expertise and technology
to monitor market signals and make
reactive investment decisions.

ISA

Transfer an existing ISA or start investing
from £1,000 and earn tax-free returns with our ISAs.

Why we’re different

Experienced Advisors

We’ve been advising a broad range of clients
with differing needs, circumstances and goals
since 2010 – whatever your situation, we’ve been
through it before. What’s more, all of our advisors
are highly trained and FCA-regulated.

Innovative Products

Our approach makes rewarding investments
and smart wealth management strategies
available to all – rather than just institutions
and the high net-worth.

Competitive Fees

We believe investors have been getting a raw
deal from traditional financial institutions – we’re
here to be the better alternative, charging fair
fees for excellent service combined with
innovative products and technology.

Excellent Service

We’re personable, straight-talking and always
transparent. Whichever service you choose,
you’ll work with our dedicated team throughout
who’ll provide ongoing advice and keep you
up-to-date on any developments.

Get in touch

Send us an enquiry and a member of the team will be in touch soon.

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What our clients are saying about InterestMe

Before speaking to Ross, I knew very little about my pension and certainly didn’t view it as a pot of money I could invest and earn interest on. Now I feel I can look forward to retirement secure in the knowledge I’ll have a good pension waiting for me.

Choosing what type of ISA to invest in and with which company was quite confusing. I wanted to earn better returns than a standard cash ISA would pay and after speaking to InterestMe I felt confident that investing in one of their risk rated portfolios will achieve my goals.

They explained everything in a very straight-forward, jargon-free way. I’d defnitely recommend InterestMe to anyone as the service I’ve received has been excellent.

Bespoke Financial Planning Experts

InterestMe
Financial Planning

InterestMe Wealth