Inter-Uk Financial Services Limited

Independent Financial Adviser  Exeter Business Park, Exeter, Devon, EX1 3QS
First meeting at adviser's own cost
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
EEA
check
Rest of world
check
Commercial mortgages
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Sharia finance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020
Meet our advisers
Craig Johnston
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Mark Robinson
Senior Financial Planner

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Nikita Tulip
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

What our clients say
Living abroad I was dubious about getting an advisor off the internet as you hear so many stories. But I need not have worried from the start Craig answered my emails promptly and always telephoned when arranged. He listened to my expectations from my pension and and met them. I was kept updated with the progress of my transfer at all times. I would have no hesitation in recommending Craig as an advisor to other people.
Pamela B, Spain
Since the mid 80's when I left the army I have had nothing but bad experiences with so called financial and insurance advisers especially in the last 20 years as an expat. As it was time to consider retirement I received info and advice from the UK government, following their advice I contacted Pension Wise and then the "Unbiased Team" to find a reputable company to advise and look after my finances. I contacted a few companies from a list supplied by the Unbiased team. I chose "Inter UK" after an initial contact it became very clear that this is a company with client interest as the driving force behind their business. Craig Johnson my advisor led me through the complete process, finding out my needs and suggesting a company capable of looking after my needs based on my profile and retirement requirements. From day one Craig has been a total professional, very informative, transparent and focused on what is best for me. My dealings with Craig and Inter UK has restored my faith in financial advisors and I am now confident my portfolio is in good hands.
Phil, UK
About us

Inter-UK Financial Services Ltd provides independent financial advice to wide range of clients across the UK. We also specialise in advising expatriates living and working in the UK as well as British expats working overseas or returning to residence in the UK. Our specialist advisers offer free initial consultations and offer independent, holistic advice with a deep understanding of cross border issues. The complex area of advising US connected persons is a specialism of ours.

Our services

Expat financial planning
Investment advice
Pension/retirement advice
Regular savings
Life Insurance for Expats and UK residents
Advising US connected persons

Where to find us
Head office address: Exeter Business Park, 1 Emperor Way, Exeter, EX1 3QS
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020

Similar advisers near you

Independent Financial Adviser 0.13 mi
Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
 
Restricted - whole of market 0.32 mi
Tracy offers a free initial no obligation financial review service which can cover pensions, investments, retirement planning, mortgages and protection
 
Independent Financial Adviser 0.94 mi
Effective planning for your future is the only way to ensure that your personal and business goals are achieved. I offer truly personalised financial planning, from basic reviews to more complex appraisals.
 
Independent Financial Adviser 0.97 mi
We are financially secure with £10.8bn assets under management. Access to world class fund managers such as Schroders and Goldman Sachs at value cost. We’re delighted to be named Public Vote Champions at the City of London Wealth Management Awards 2020.