Who We Are
A team of highly trained and experienced finance professionals, we founded InterestMe on the belief that you deserve better than traditional financial institutions are willing to offer. We believe that high quality financial advice and superior products should be available to everyone – not just institutions and ultra-high net worth individuals.
What We Do
We have developed some of the most exciting financial services products in the UK by putting the investor at the heart of everything we do. Our financial planning service covers pensions, wealth management, ISA and protection products. However you start your relationship with InterestMe, you can be sure to receive an expert service that is always fair, transparent and straightforward.
InterestMe Customer Charter
Our core beliefs
Smart investing isn’t just
for the wealthy.
We believe that everyone should have a simple and accessible way to make the most of their money, which is why our minimum investment is just £15,000.
Good advice shouldn’t
cost the earth.
We believe that investment returns shouldn’t be eaten up by unnecessary fees; and that the costs of reliable, responsible investment advice should be both affordable and transparent.
Keep it simple.
We believe that building a comprehensive and tailored financial plan isn’t rocket science, and so we always endeavour to keep our solutions as simple as they can possibly be.
What you can expect from us
The personal touch.
We believe that everyone should enjoy the peace of mind that they have a personal adviser to call upon for help or guidance, whenever they need it.
Tailored to fit.
We believe that our advice should always be tailored to your very specific needs, circumstances and aspirations, which is why we design a solution to suit just you.
The value of experience.
We believe in offering advice of the highest quality, which is why all our financial advisers are highly experienced, ethical and individually authorised by the industry regulator, the Financial Conduct Authority.
How we work with you
Your interests above ours.
We believe that we should perform our initial analysis of your current financial situation, and make our recommendations, entirely on a ‘no commitment or obligation’ basis. If your current pension or other investments are performing well and are suited to your needs, we’ll advise you to do nothing, and you’ll pay nothing.
Supporting you now ...
and in the future.
We believe in taking care of our clients as long as they need us – once you become an InterestMe Financial Planning client, we will continue to safeguard your interests on an ongoing basis, year after year, through regular reviews, updates and valuations.
Always here when you need us.
We believe in absolute transparency with every aspect of our service, and so we’re always available via phone or e-mail to answer your questions and offer you guidance when you need it.
Meet the team
Chris Long
Managing Director
Over the course of his career, Chris has founded both private and listed companies, including a financial advice firm and a foreign exchange brokerage. Chris has been a member of the Institute of Chartered Accountants since 2005 and was approved by the Financial Conduct Authority in 2012.
Jonathan Hall
Director of InterestMe Wealth
Jonathan began his career at the investment banking division of Barclays, since when he’s worked in the city in a variety of roles – as an advisor, an investor and a director. He was instrumental in the creation of T Bailey Fund Services and served as the non-executive director of a quoted independent financial advisor network. He is a fellow of the Chartered Institute of Securities & Investment.
Arun Subbiah
Senior InterestMe Investment Manager
Arun is our senior investment manager. He has spent the last 10 years specialising in investment management with a focus on managing portfolios for private clients, trusts and charities. Before joining us, he was investment manager at the London offices of the European Wealth Group and Brewin Dolphin. Arun holds a certificate in private client investment advice & management and is a chartered member of the Chartered Institute for Securities & Investment.
Luca Giorgetti
Compliance Officer for InterestMe Financial Planning
Luca joined the firm at the start of 2020. He has over 20 years' financial services experience, beginning his career for a local IFA business. After working his way through roles of Administrator, Paraplanner and IFA, Luca decided on a change in career and began working within Audit and Quality Assurance. During this time, he has worked extensively for a variety of firms including Deliotte, Barclays, Lloyds Banking Group and Brewin Dolphin, helping these businesses manage and control their suitability and regulatory requirements.
Ross Speedie
Lead Financial Adviser
Ross began his career in Financial Services in 2000 and became a regulated advisor in 2004. Over the course of his career he has worked in private banking, retail banking and IFA roles and is highly experienced in personal financial planning. Ross is a strong believer in a personal approach and his core focus is delivering both initial advice and an ongoing service for his clients.
Danny Mole
Financial Adviser
Danny’s financial services career started in 2012 and has grown to focus on pension and retirement planning advice as well as cashflow modelling services. In addition, Danny advises on tax-efficient income strategies and holistic financial planning.
Sarah Priestley
Financial Adviser
Sarah began her career in financial services in 2002 after leaving university. She initially qualified as a mortgage adviser whilst working in specialist lending, before completing her diploma in financial advice in 2017. More recently she has worked as Pension Transfer Specialist and in independent financial advice roles. She is passionate about building long lasting relationships with clients and achieving the best outcomes for them.
Gerard Barrientos
Financial Adviser
Gerard is passionate about helping clients achieve their financial goals. He has a deep understanding of the financial services industry and is committed to providing his clients with the best possible advice and service. Gerard comes from an account management background, so he understands the importance of building relationships with his clients. He is also a strong advocate for client education, and he believes that everyone should have the knowledge they need to make informed financial decisions. He is dedicated to providing his clients with the highest level of service, and he is always available to answer your questions and help you navigate the financial world.
Mike Cook
Head of Client Services — Technical
Michael has clocked up an amazing 20 years in financial services. Over the course of his career, he has worked for pension providers, independent financial advisors, and a business process outsourcer servicing two of the larger UK pension companies. His expertise led to a period conducting pensions training in Chennai, India. Michael has a broad knowledge of the pensions landscape, and specialises in defined contribution schemes.