InvestAcc Pension Administration

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Testimonials

I just thought I would send you a quick e mail to say how impressed I was with two of your colleagues today. If like me in your experience clients only make contact when things go bad, and never make contact when the reverse happens. They have both been extremely helpful and professional dealing with the questions I had today regarding the above SIPPS. I would have no hesitation in recommending Minerva/InvestAcc to my clients based on this experience, they were a credit to your company and also themselves.

MT (Financial Adviser)

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I just felt I had to put pen to paper (as it were!) to say how impressed Steve and I are with the service we receive from InvestAcc. Whenever I call for an update, ALL members of staff come across as being friendly, helpful and keen to help and chase, if necessary. Sometimes, providers say they are going to chase and don’t, but you do and I have always had follow up communication. A very big THANK YOU to all!!

RACHAEL TAYLOR
Start Financial Planning

 

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Whilst the purchase of land was protracted I have to say I am hugely impressed with everyone I have dealt with at Investacc and appreciate all delays were with legal system etc. Please thank everyone on my behalf and I look forward to working with you all going forwards

Minerva SIPP member

 

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Thank you for this; honestly the service and feedback from Investacc is superb.

Financial Adviser

 

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A note to both to say thank you for your prompt attention and to Jo thank you for your kind assistance with this case

Financial Adviser

 

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We first started using InvestAcc for our SIPP clients in 2004 and have always found them a great company to deal with. Their products are very competitive, they have a flexible approach and above all their service is second to none. We also now have experience of their SSAS service, and again it’s top notch.

DAVID McCALLUM
Financial Planning Partner, Harland & Company Financial LLP

 

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I’m grateful to you and your colleagues also more generally for your assistance in administering the SIPP over the past few years.

SIPP Member

 

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Really appreciate the customer service – most unusual in your industry!

SIPP Member

 

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I have found all members of the SIPP and SSAS team very helpful and eager to assist with all and any queries put to them. The service is second to none, and being local geographically to us and our clients is a major advantage. A very transparent, flexible and keenly costed approach to self-investment administration

KEVIN COLLIER
Financial Services Director, David Allen Wealth Management Limited

 

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Service and support are both great. I’d be happy to recommend you to any other adviser.

SUSAN CAMERON
HGH Financial Management Limited

 

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I have been very impressed with the service received from InvestAcc in managing SSAS pensions. On one occasion I had a client that needed to refinance a particular SSAS loan and InvestAcc were able to consider the request and respond promptly, enabling the client to reorganise the loan repayments and move on without disruption. It is a real benefit to have a dedicated team of technicians that can relate to the needs of our clients and deliver an efficient, reliable and professional service.

MARTIN LEBOVITCH
Financial Planner, Tait Walker Wealth Management

 

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I have a good deal of experience within the SIPP marketplace, dealing with many providers of all shapes and sizes and having started working with InvestAcc, I am very impressed with the level of service I and my clients receive. Every aspect from the initial enquiry to the placing of investments and payment of benefits within a new SIPP has been dealt with very efficiently. I have no hesitation in recommending InvestAcc to clients and other advisers alike for a 1st class service, with an extremely competitive and transparent fee structure.

SARAH McCARTHY
Independent Financial Adviser, Investment Sense Limited

 

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You are fantastic! Many thanks. You are all very efficient at Investacc and a pleasure to deal with.

Minerva SIPP member

 

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“I’ve just spoken to (client name) and he says… the solicitor was most impressed by the efficiency and professionalism of the InvestAcc Team in dealing with matters (relating to a SIPP property purchase). Apparently, with no names mentioned, he had a nightmare experience with (name of SIPP company not disclosed)”

BH (a Financial Adviser)