Inter-UK Financial Services Limited
1 Emperor Way
Exeter Business Park
Exeter
Devon
EX1 3QS
Inter-UK Financial Services was founded in 2001 and has been advising both UK and expatriate clients since then. Our approach is that every client is unique and therefore we don’t have a “one size fits all” approach to financial planning, our advice is tailored to each client’s individual needs and objectives with our main priority being that our advice has the best outcome for our clients possible.
Our main services cover independent and impartial advice on pensions, investments, protection and estate planning. With our vast experience in advising expatriate clients and those with international exposure, we consider ourselves knowledgeable in dealing with both UK and offshore products as well as the complexities that come with cross border financial planning.
We also offer specialist financial planning services for US connected clients resident in the UK, an area which can be extremely complicated.
Registered in England and Wales company number 04252631 with registered office 70 Gracechurch Street, London, EC3V 0XL. Inter UK Financial Services Limited is Authorised and Regulated by the Financial Conduct Authority. The Financial Conduct Authority (FCA) regulates financial services in the UK and you can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register or by contacting the FCA on 0800 111 6768.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.