InvestAcc Wealth Management Ltd

Independent Financial Adviser Minerva House, Port Road Business Park, Carlisle, Cumbria, CA2 7AF
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
We pride ourselves on being investment and retirement planning specialists with a unique, innovative and professional approach.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buying first home
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Nick Gardner ACII
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Graeme Cross
IFA
adviser-person
Eric McCann
IFA
adviser-person
Stephen Jolly
adviser-person
Catherine Aston
Independant Financial Adviser
adviser-person
Gary Mirfin
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Kevin Collier
IFA
Where to find us

Minerva House, Port Road Business Park, Carlisle, Cumbria, CA2 7AF

Make an enquiry
About us

Established since 1992, InvestAcc has grown into a multi-faceted, unique organisation. We are one of the leading Independent Financial Advisers (IFA's) in the North, providing high quality, whole of market advice to individuals and companies. We are one of the few firms of Independent Financial Advisers to enjoy 'Chartered Status' the industry's gold standard for firms of financial planners.

Our services

We are the leading providers of specialist retirement and investment advice to individuals and business owners in and around the Carlisle area. We place our clients at the centre of everything we do and are proud to offer unique investment solutions and industry leading service standards, designed to ensure you receive the right advice every time.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

Investacc Wealth Management Limited is registered in England and Wales company number 7118302. Authorised and Regulated by the Financial Conduct Authority.

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