INTERESTME FINANCIAL PLANNING LIMITED

Date authorised
1 April 2013
Companies House
07310886
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    6th Floor, Lloyds Avenue House
    6 Lloyds Avenue
    London
    EC3N 3AX
    UNITED KINGDOM
    Phone
    +442038580660
    Web
    http://www.interestme.co.uk

  • Complaints Contact

    6th Floor, Lloyds Avenue House
    6 Lloyds Avenue
    London
    EC3N 3AX
    UNITED KINGDOM
    Phone
    +442038580660

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.

  • Investment Advice (no pensions)

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Investment Setup

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Nicholas Robert Perry

    IRN NRP01020

    • CF30 Customer (9 May 2016 to 16 Aug 2016)
  • Nigel Xavier Saldanha

    IRN NXS00011

    • CF30 Customer (19 Jun 2015 to 13 Sep 2016)
  • Paul Trevor Charlwood

    IRN PTC00002

    • CF30 Customer (3 Jun 2016 to 3 May 2017)
  • Robert James Saunders

    IRN RJS01451

    • CF30 Customer (27 Mar 2017 to 8 Aug 2017)
  • Ross James Speedie

    IRN RJS01301

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 16 Jun 2017)
  • Sarah Priestley

    IRN SXP02971

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 29 Nov 2023)
    • CF30 Customer (since 14 Sep 2023)
  • Stephen John Leadbetter

    IRN SJL01102

    • CF30 Customer (7 Aug 2015 to 8 Jan 2016)
  • Sukhdeep Singh Jawanda

    IRN SSJ01030

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Jun 2023)
    • CF30 Customer (16 Jun 2016 to 7 Jun 2023)
  • TIMOTHY FRANCIS STEWART

    IRN TFS01034

    • SMF16 Compliance Oversight (9 Dec 2019 to 30 Jun 2020)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 30 Jun 2020)
    • CF10 Compliance Oversight (26 Jun 2018 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (26 Jun 2018 to 8 Dec 2019)
  • Umer Farooq

    IRN UXF00004

    • CF1 Director (AR) (since 9 Jul 2025)
    • SMF3 Executive Director (since 14 Aug 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.