Interestme Financial Planning Limited

Reference number: 542680

Instant download

Authorised, but in an insolvency process

This firm is under the control of insolvency practitioners and may have stopped taking on new business. If you are or were a customer, deal with the appointed office holders rather than the firm.

What the FCA says

ATTENTION - Firm in an insolvency process

This firm is in an insolvency process. It is under the control of the appointed insolvency office holder(s) and may have stopped taking on new business. It has to continue to meet our standards in line with its regulatory status, including when dealing with its customers. If you are/were a customer check how this affects you with the firm or the appointed insolvency office holder(s).

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    020 7089 4700

  • Address

    Geoff Bouchier and Robert Goodhew of Kroll Advisory Ltd, The News Building, Level 6, 3 London Bridge Street, London, SE1 9SG, United Kingdom

In the full report: 2 background checks, 1 thing worth a closer look

  • What kind of line 020 7089 4700 is, and the 2 other firms that give it
  • Whether SE1 9SG is a shared office: 32 other firms give it
Instant PDF download
Other names (10)

If you were contacted under any of these names, it is this firm.

  • InterestMe Trading name
  • Thistle Consulting London Limited Former name
  • Wise Pension Group Limited Former name
  • Interest Me Financial Plannimng Former trading name
  • Wise Annuity Former trading name
  • Wise Financial Planning Former trading name
  • Wise Pension Group Former trading name
  • Wise Triviality Former trading name
  • www.pensionreview.co.uk Former trading name
  • www.wisepension.com Former trading name

Past FCA permissions and consumer protection

  • In an insolvency process
    Money the firm held is returned through the appointed office holders, which takes time and can fall short. The FSCS covers eligible claims up to its limits, and the Ombudsman can still look at a complaint.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Limits on the record

  • The firm must not undertake new regulated activities, including accepting new customers or new investments, and must not dispose of, transfer or otherwise deal with its assets, client money or client assets without the prior written consent of the FCA.
    The firm must not undertake new regulated activities, including accepting new customers or new investments, and must not dispose of, transfer or otherwise deal with its assets, client money or client assets without the prior written consent of the FCA. The firm is required to notify affected customers and publish information regarding these restrictions on its website.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Concerns on the company record

  • Companies House records this company in administration, but it is still authorised on the FCA register.
  • This company has insolvency history on record.
Company number
07310886
Company status
Administration
Company type
Private limited company
Incorporated
12 July 2010 (16 years old)
Registered office
C/O KROLL ADVISORY LTD, The News Building Level 6 3 London Bridge Street, London, SE1 9SG
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Christopher Peter Long Director Jun 1980 13 May 2014 29 other companies
Umer Farooq Director Feb 1986 14 Aug 2024 4 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
32
closed down
11
went insolvent
3

In the full report: all 32 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The 3 that went into liquidation or administration
  • The 3 on the FCA register
  • The 1 company these 2 directors run together
  • All 3 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 January 2025Small company accountsNot audited

Turnover

£717k

−1.7% from £729k

Profit before tax

£15.9k

−69% from £51.9k

Net assets

£471k

+3.5% from £455k

Cash at bank

£19.9k

+15% from £17.3k

Turnover and profit

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • Both charts, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 07310886. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Interestme Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (10) All events (35)

2026

27 July 2026

  • FCA imposed a requirement (The firm must not undertake new regulated activities, including accepting new customers or new investments, and must not dispose of, transfer or otherwise deal with its assets, client money or client assets without the prior written consent of the FCA.)

FCA register

2017

1 December 2017

  • Changed its registered name from "Wise Pension Group Limited"

FCA register

18 October 2017

  • David Robert Kelly stopped being a part-owner
  • Interestme Holdings Ltd took control (75–100% of shares)

Companies House

2016

6 April 2016

  • David Robert Kelly became a part-owner (25–50% of shares)

Companies House

2014

29 April 2014

  • Changed its registered name from "Thistle Consulting London Limited"

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

12 October 2011

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2010

12 July 2010

  • Incorporated at Companies House

Companies House

In the full report: all 35 events

  • All 35 events in its history (10 shown here)
  • Every director appointment and resignation: 4
Instant PDF download

Firms connected to Interestme Financial Planning

Other FCA-listed firms that share a director, phone number or address with Interestme Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share a director
2
share its phone number
2

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (2), the same phone number (2), the same postcode (3)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
Instant PDF download

Firms like Interestme Financial Planning

Other firms of the same type (financial adviser), nearest first.

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Interestme Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 32 other companies its directors have run, named
  • 2 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 35 events in its history
  • 3 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Interestme Financial Planning Limited FCA authorised?
Yes, Interestme Financial Planning Limited (FRN 542680) is authorised by the FCA to carry out regulated activities. It is also in an insolvency process, under the control of insolvency practitioners, so deal with the appointed office holders rather than the firm. It has held its current authorisation since October 2011 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Interestme Financial Planning’s phone number?
The FCA register lists the phone number 020 7089 4700 for Interestme Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is Interestme Financial Planning a scam or clone?
Interestme Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Interestme Financial Planning?
Interestme Financial Planning is under the control of insolvency practitioners, so money it held is returned through the appointed office holders rather than by the firm. That takes time and can fall short. Where money is missing, the FSCS covers eligible claims up to its limits, and the Financial Ombudsman Service can still consider a complaint.
Who owns Interestme Financial Planning?
Interestme Financial Planning is owned by Interestme Holdings Ltd, which holds 75–100% of shares and 50–75% of votes, since 18 October 2017. Before that, it was controlled by Mr David Robert Kelly.
Who runs Interestme Financial Planning?
Companies House lists 2 directors of Interestme Financial Planning: Christopher Peter Long and Umer Farooq.
How long has Interestme Financial Planning been in business?
The company was formed on 12 July 2010. Companies House now lists it as administration.
What do Interestme Financial Planning’s latest accounts show?
Its latest accounts, to 31 January 2025, show turnover of £717k (−1.7% from £729k) and profit before tax of £15.9k (−69% from £51.9k).
Does Interestme Financial Planning use any other names?
It trades as InterestMe. It has previously used 9 other names, including Thistle Consulting London Limited, Wise Pension Group Limited and Interest Me Financial Plannimng.

Sources and links

The full report on Interestme Financial Planning Limited

£19.99 · Instant PDF download

Loading secure checkout…