Investacc Limited

Date authorised
1 April 2013
Companies House
02719226
Last scraped
3 weeks ago
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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.

  • John Chambers

    IRN JXC00111

    • CF30 Customer (1 Nov 2007 to 11 Aug 2009)
    • CF24 Pension Transfer Specialist (4 Nov 2002 to 31 Oct 2007)
    • CF21 Investment Adviser (15 Apr 2002 to 31 Oct 2007)
  • John Robert Davidson

    IRN JRD00035

    • Appointed representative dealing with clients for which they require qualification (27 Aug 2021 to 17 Mar 2023)
    • [FCA CF] Functions requiring qualifications (27 Aug 2021 to 17 Mar 2023)
    • CF1 Director (AR) (13 Jun 2016 to 1 Oct 2022)
    • CF30 Customer (7 Jun 2016 to 1 Oct 2022)
  • Jonathan David Targett

    IRN JDT01089

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • CF11 Money Laundering Reporting (25 Jan 2013 to 8 Dec 2019)
    • CF30 Customer (25 Jan 2011 to 29 Jun 2012)
  • Jonathan Paul Connell

    IRN JPC00054

    • 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)
    • CF1 Director (AR) (since 24 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 27 Aug 2021)
    • [FCA CF] Functions requiring qualifications (since 27 Aug 2021)
    • CF30 Customer (since 16 Mar 2012)
    • CF30 Customer (1 Nov 2007 to 29 Feb 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Julia Karen Barnes

    IRN JKB00007

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 1 Dec 2011)
    • CF1 Director (13 Jun 2002 to 8 Dec 2019)
    • CF21 Investment Adviser (13 Jun 2002 to 31 Oct 2007)
  • Kevin Michael Collier

    IRN KMC00002

    • CF30 Customer (8 Jan 2009 to 11 May 2012)
  • Lindsay Anne Marrs

    IRN LAM01144

    • CF1 Director (AR) (14 Jun 2016 to 22 Sep 2022)
  • Mark Russell Grewer

    IRN MXG00847

    • CF1 Director (AR) (since 1 Jul 2025)
  • Mary Costello

    IRN MXC01517

    • CF22 Investment Adviser (Trainee) (24 Jan 2002 to 9 Sep 2003)
  • Matthew Good

    IRN MXG07124

    • [FCA CF] Functions requiring qualifications (27 Aug 2021 to 4 Mar 2024)
    • Appointed representative dealing with clients for which they require qualification (27 Aug 2021 to 4 Mar 2024)
    • CF30 Customer (30 Jun 2021 to 4 Mar 2024)
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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.