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.