The Investment and
Retirement Planning Specialists

InvestAcc Ltd was established in 1992 to meet the needs and requirements of the clients of one of Cumbria's most progressive accountancy practices. Offering specialist independent financial planning advice in Pensions, tax efficient investments and Life Assurance to individual and business. The services of the company are now available to all.

The company also offers consultancy services to Chartered Accountancy practices throughout the UK, advising on the operation of their own financial services divisions, independent of InvestAcc or as a joint venture company.

InvestAcc are Inland Revenue approved Pensioneer Trustees and act for many Small Self Administered pension schemes and administer our own Self Invested Personal Pension, the Minerva SIPP.

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