InvestAcc

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New Customers

How do I become a client of InvestAcc Wealth Management Ltd?

Please contact us to make an initial enquiry to see whether we can work with you. An initial telephone conversation will help us determine the best way forwards, which may then be followed up by a meeting at either our Carlisle or Tees Valley offices.

What Shall we do for you ?

As a firm of Independent Financial Advisers (IFAs) we believe our clients want advice on how to be financially independent, with a level of financial security and peace of mind.  We will always try to arrange what we believe are the best solutions from the whole of the market sensibly and in the best way for you. We are also Chartered Financial Planners, representing the very highest standards of professionalism and integrity required by the industry.

During our financial planning process we help individuals, families and companies address the concerns that they have about their money. We will learn about your needs and work with you to develop a unique plan that will help you to achieve your financial goals.

We provide the flexibility to react swiftly to changing circumstances and can give you up to date advice to manage your affairs in current market conditions.  We encourage all clients to keep in touch with us regularly but the choice is yours of course.

We will act on your behalf in advising on and arranging the following products from the whole of market: Pensions, Annuities, Life and Health Insurance and investments including Unit Trusts, ISAs, Investment Bonds and Structured Investments.

How We Work

Our approach begins with an initial meeting when we discuss your needs and expectations and you may ask us as many questions as you want.  We will then conduct a thorough evaluation of your financial situation.  Once we understand your needs, goals and objectives we create a plan to set you on the path to where you  want to be.

We work with you over the long-term to ensure your financial affairs remain organised and provide comfort that everything is in order.  Regular review meetings act as a check-point to take into account any changes in your needs or circumstances.

To find out more about our service options and how we charge, view our Client Service Agreement.