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.

  • Spencer Paul Bennett

    IRN SPB00021

    • CF30 Customer (10 Nov 2010 to 1 Jul 2015)
  • Stephen John Lee

    IRN SJL01187

    • CF21 Investment Adviser (27 Jun 2005 to 21 Sep 2005)
    • CF22 Investment Adviser (Trainee) (4 Nov 2002 to 27 Jun 2005)
  • Steven Gash

    IRN SXG00124

    • CF30 Customer (1 Nov 2007 to 1 Dec 2011)
    • CF21 Investment Adviser (22 Jan 2002 to 31 Oct 2007)
  • Stewart Francis Pound

    IRN SFP00001

    • CF30 Customer (1 Nov 2007 to 7 Nov 2008)
    • CF21 Investment Adviser (1 Nov 2006 to 31 Oct 2007)
  • Susan Virginia Cameron

    IRN SVT00001

    • CF30 Customer (1 Nov 2007 to 21 Dec 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Vinoy Rajanah Nursiah

    IRN VRN01002

    • SMF3 Executive Director (26 Sep 2025 to 20 Jan 2026)
  • William Arthur Self

    IRN WAS01041

    • SMF3 Executive Director (since 6 Feb 2025)

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.

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