Financial Planning and Wealth Planning

Here we have a set of useful guides to help you to navigate the world of financial services.

We believe that everyone should have a simple and accessible way to make the most of their money. Our guides help you to understand our financial services and how they will benefit you.

Transferring a Pension to a SIPP

Published: September 2018

There are a variety of reasons for transferring a pension to a SIPP, also known as a Self-Invested Personal Pension. Understanding why to move is important.

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How to Avoid Pension Scams

Published: July 2018

Knowing how to avoid pension scams is important when looking at your options to help you avoid being caught out when seeking out pensions for your future.

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How to Save for Life Investments

Published: 28/06/2018

Making savings through a life investment can also provide peace of mind for years to come.

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Are Pensions Taxable?

Published: 28/06/2018

Understanding taxation with regards to pensions allows you to make informed decisions.

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The financial planning advice gap

Published: 19/02/2018

Here we explore what the financial advice gap is, where it came from and how we’re working to bridge it.

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.

Useful Guides