About us

We are creating a market-leading specialist pensions administrator through a focused M&A strategy and strategic partnerships. Our award-winning subsidiaries deliver SIPP and SSAS services to customers and their Advisers across the UK

Carlisle

Stockton-on-Tees

Manchester

London

Our Subsidiary Businesses & Brands

A multi-award-winning provider of specialist SIPP and SSAS schemes for over 30 years supporting over 18,000 customers with £9 billion of assets under administration.

Part of InvestAcc Pension Administration, InvestAcc Platinum joined the Group in November 2025, formerly AJ Bell Platinum.

A firm of Chartered Financial Planners and Investment Managers, offering whole-of-market independent financial advice and tailored investment solutions.

InvestAcc Group Strategy

Our Long-Term Goal

Build the UK’s leading specialist pension administration business in the public markets.

Our Starting Point

The SIPP segment: a growing but fragmented market with strong business fundamentals that presents opportunities for both organic and inorganic growth.

Our Execution Approach

Create a resilient and customer-centred leader through a targeted “buy-and-build” mergers and acquisitions (M&A) strategy, and strategic partnerships.

Learn more about our strategy

Corporate Governance

At InvestAcc Group, we recognise that strong governance is fundamental to building trust and delivering long-term value for all our stakeholders

We are committed to upholding rigorous standards of transparency, accountability, and ethical behaviour in every aspect of our operations.

Learn more

Group Strategy

Leadership Team