INVESTACC HOLDINGS LIMITED

• ◆

  3 officer resignations in last 12 months

  Multiple officers have left the board recently — see the People section for who.

• ◆

  2 PSCs ceased in last 24 months

  Significant control changed hands — see the Ownership section.

1. INVESTACC HOLDINGS LIMITED 2024-09-30 → present
2. INVESTACC GROUP LIMITED 2010-01-13 → 2024-09-30

Latest accounts filed cover 2025-12-31; financial figures currently reflect up to 2023-10-31.

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

Accounting basis

FRS 101

Reporting scope

Standalone (parent only)

Auditor

MHA Audit Services LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”

Group structure

1. INVESTACC HOLDINGS LIMITED · parent
   1. InvestAcc Limited 100% · England and Wales · Pension Services
   2. InvestAcc Pension Administration Limited 100% · England and Wales · Pension Services
   3. Vesta Wealth Management Limited 100% · England and Wales · Pension Services

Significant events

• “On 3 November 2025, InvestAcc Pension Administration Limited ("IPA"), a 100% owned subsidiary of the Company, completed the acquisition of AJ Bell's Platinum Self-Invested Personal Pension ("SIPP") and Small Self-Administered Scheme ("SSAS") business for a maximum consideration of £25,000,000.”
• “There were no commitments or contingent liabilities outstanding at 31 December 2025 (31 December 2024: £Nil) that require disclosure or adjustment in these Financial Statements.”
• “On 19 March 2026, the Company received dividends totalling £5.4m from its subsidiaries, InvestAcc Pension Administration Limited (£5.0m) and Vesta Wealth Limited (£0.4m). The Company paid a dividend of £5.4m to its immediate parent on the same date.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

11

last 12 months

Capital events

5

last 24 months

Officers appointed

1

last 12 months

Officers resigned

3

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

• Turnover

  —

  Not reported

• Cash

  -0.8%

  £1,202,185 → £1,192,812

• Net assets

  —

  Not reported

• Employees

  +11.1%

  90 → 100

Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers