InvestAcc

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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.

Company details and registered address:

InvestAcc Wealth Management Limited
Minerva House
Port Road Business Park
Carlisle
CA2 7AF

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.