Investacc Limited

Date authorised
1 April 2013
Companies House
02719226
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Solway House Business Park
    Kingstown
    Carlisle
    CA6 4BY
    UNITED KINGDOM
    Phone
    +4401228538988
    Web
    https://www.investacc.co.uk

  • Complaints Contact

    Solway House Business Park
    Kingstown
    Carlisle
    CA6 4BY
    UNITED KINGDOM
    Phone
    +4401228538988

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Credit Brokering

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Adrian Perry

    IRN AXP00142

    • CF30 Customer (1 Nov 2007 to 4 Apr 2008)
    • CF24 Pension Transfer Specialist (5 Mar 2002 to 31 Oct 2007)
    • CF21 Investment Adviser (5 Mar 2002 to 31 Oct 2007)
  • Ainslie Cowie

    IRN AXC01511

    • CF30 Customer (15 Feb 2018 to 4 Jun 2018)
  • Alan Goulding

    IRN AXG00006

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 27 Aug 2021)
    • [FCA CF] Functions requiring qualifications (since 27 Aug 2021)
    • CF1 Director (AR) (1 Jul 2025 to 5 Feb 2026)
    • CF30 Customer (1 Nov 2007 to 5 Feb 2026)
    • CF21 Investment Adviser (16 Jan 2002 to 31 Oct 2007)
  • Andrew Kenneth Perkins

    IRN AKP01022

    • CF22 Investment Adviser (Trainee) (6 Sep 2002 to 8 Jan 2003)
  • Andrew Paul Pountney

    IRN AXP01163

    • CF1 Director (AR) (since 26 Jun 2025)
  • Barry James Edwards

    IRN BXE00104

    • CF1 Director (AR) (since 13 Jun 2025)
  • Brian Roy Hallam

    IRN BRH00001

    • CF30 Customer (1 Nov 2007 to 7 Aug 2012)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Carol Ann Ogden

    IRN CAO00004

    • CF30 Customer (1 Nov 2007 to 23 Feb 2016)
    • CF21 Investment Adviser (30 Mar 2004 to 31 Oct 2007)
  • Charles Rackstraw

    IRN CXR01193

    • CF21 Investment Adviser (24 Jan 2002 to 26 Apr 2003)
  • Christopher Roger Scott

    IRN CRS00021

    • CF21 Investment Adviser (27 Jan 2003 to 23 Dec 2005)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.