We are a leading firm of Chartered Financial Planners, providing high-quality, Independent Financial 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 problems.
In July 2014, InvestAcc Wealth Management Limited was awarded the status of Chartered Financial Planners by the Chartered Insurance Institute. This is the industry’s gold standard for firms of financial planners.
InvestAcc Wealth Management Limited
Port Road Business Park
Company reference number: 07118302
We are authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is: 567852 (click here).
We hold relevant professional indemnity insurance.