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.

  • Paul Edward Chudley

    IRN PEC00006

    • CF30 Customer (1 Nov 2007 to 20 Aug 2010)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Paul Marshall

    IRN PXM01489

    • CF21 Investment Adviser (2 Oct 2003 to 13 May 2005)
  • Peter Leo Craven

    IRN PLC00020

    • CF30 Customer (1 Nov 2007 to 21 Dec 2012)
    • CF24 Pension Transfer Specialist (26 Apr 2004 to 31 Oct 2007)
    • CF21 Investment Adviser (26 Apr 2004 to 31 Oct 2007)
  • Philip James Owen

    IRN PXO00165

    • CF1 Director (AR) (since 26 Jun 2025)
  • Philip John Jackson

    IRN PJJ00044

    • CF30 Customer (3 Nov 2016 to 4 Jun 2018)
  • Rachel Louise Allen

    IRN RLA01035

    • CF30 Customer (11 Aug 2015 to 4 Nov 2015)
  • Richard Charles Blower

    IRN RCB00008

    • CF30 Customer (31 Mar 2008 to 4 Apr 2014)
  • Robert Michael Stone

    IRN RMS01182

    • [FCA CF] Functions requiring qualifications (27 Aug 2021 to 20 May 2024)
    • Appointed representative dealing with clients for which they require qualification (27 Aug 2021 to 20 May 2024)
    • CF30 Customer (6 Jul 2015 to 20 May 2024)
  • Rodney Harrison Jones

    IRN RHJ00002

    • CF21 Investment Adviser (1 Dec 2001 to 4 Mar 2002)
  • Simon Paul Richardson

    IRN SPR00018

    • CF30 Customer (1 Nov 2007 to 1 Dec 2009)
    • CF21 Investment Adviser (5 Jul 2004 to 31 Oct 2007)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.