We are a leading firm of Independent Financial Advisers (IFAs), providing high-quality whole of market advice to individuals, companies and trustees.
We pride ourselves on being investment and retirement planning specialists who strive to provide innovative solutions to any given problem.
Our business was originally formed in 1992 as DHC Brokers Limited, when it was at its original base in Cockermouth, Cumbria. It was renamed InvestAcc in 2001 when the business relocated to Carlisle for better transport and communication links to support business growth. We moved to our present office in 2010, when the company moved to a group structure, InvestAcc Wealth Management Limited is part of InvestAcc Group Limited.
We have 10 financial planners, operating from our base in Carlisle and Stockton on Tees. Our advisers have access to the whole marketplace and are able to provide truly independent and unbiased advice across the whole spectrum of financial planning needs.
Having attained the coveted title of ‘Chartered Financial Planners’ we are required to demonstrate the highest levels of knowledge, professionalism and integrity at all times. You can be assured our team of advisers all work toward the highest ethical standards and place you at the centre of everything we do.