INVESTACC - Key Persons
Abby joined InvestAcc in August 2023.
Areas of expertise
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Job Titles:
- Property Administrator ( Acquisitions )
Adam joined InvestAcc in 2023.
When not at work, he enjoys playing chess, table tennis, football, socialising with friends and going to the gym.
Areas of expertise
SIPP Property Purchases
Job Titles:
- SIPP Property Accounts Team Leader
Amanda joined us in January 2011 and began working in the SIPP Accounts Team; after leaving us for 18 months to work for a local accountancy firm, she re-joined us in October 2015 in the SIPP Accounts Team and was appointed SIPP Property Accounts Team Leader in December 2018.
Amanda enjoys spending time with her family and friends. She also enjoys nice holidays abroad.
Areas of expertise
Property Bill Payments
Amy joined InvestAcc in 2020 to undertake a business administration apprenticeship, after studying business at sixth form.
In her spare time she likes to socialise with friends, spend time with family and go shopping.
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Amy joined InvestAcc in 2024.
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Andrew joined InvestAcc in 2022 with a BSc (Hons) in Mathematics from the University of Hull.
In his free time he enjoys playing guitar and watching films. He can also speak conversational Japanese and travels to Japan when he can.
Areas of expertise
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Job Titles:
- Property Administrator ( Post Acquisition and Sales )
Anthony joined InvestAcc in 2022, bringing 5 years experience in compliance based regulated roles.
When not in the office, Anthony enjoys hobbies that either challenge his mind or creativity, as well as going on walks with his dog.
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Anya joined InvestAcc in 2023.
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Ayisha joined InvestAcc in 2019 after moving to Carlisle from Edinburgh, where she worked at AEGON. Ayisha has an honours degree in Psychology from Napier University.
Outside of work she enjoys spending time with friends and family, reading and going on holiday/visiting new places.
Areas of expertise
Establishment of a new SSAS
Job Titles:
- Property Administrator ( Acquisitions )
Beth joined InvestAcc in 2023 having previously worked in the Social Housing Sector.
She lives in Carlisle with her partner and dog Murphy. In her spare time, Beth enjoys socialising with her friends and family, taking Murphy for walks in the Lake District and baking lots of cakes and trying new recipes.
Areas of expertise
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Job Titles:
- SIPP Property Accounts Assistant Team Leader
Beth joined InvestAcc in April 2019, having previously studied Physics at The University of Leeds.
Outside of work she enjoys going to the cinema, reading and doing crafts.
Areas of expertise
Dealing with VAT registrations, Option to Tax submissions and VAT Returns
Job Titles:
- Events Co - Ordinator
- Receptionist
Bethany joined InvestAcc in 2018, having previously studied performing arts.
Outside of work, Bethany enjoys spending time with her daughter and husband, attending theatre shows and gigs.
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Carolyn joined InvestAcc in 2019 having previously worked in banking.
Outside of work Carolyn loves reading books and spending quality time with her son and partner making new memories.
Areas of expertise
SIPP new business
Job Titles:
- Assistant Team Leader - Property ( Post Acquisition & Sales )
Charlotte joined InvestAcc in 2022 after studying Business and Law.
Outside of work she is a qualified student dance teacher, she is a keen dancer having participated in competitions around the UK.
Areas of expertise
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Job Titles:
- Office Manager and SIPP New Business Team Leader
Cheryl joined InvestAcc in 2019, having previously working as a Bank Manager successfully managing 2 branches where she specialised in risk and control.
In her free time, Cheryl likes travelling to different cities and going to gigs. She enjoys cooking and trying out new recipes. Cheryl loves fashion and shopping (a little too much).
Areas of expertise
SIPP new business
Chloe joined InvestAcc in May 2019 having previously worked in retail.
Outside work Chloe enjoys socialising with family and friends and she spends time keeping active attending the Gym.
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Claire joined InvestAcc in 2021, having previously worked in banking.
She lives in Carlisle and in her spare time enjoys going to gigs, reading and true crime documentaries and podcasts.
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Claire joined InvestAcc in 2009. She deals with the administration of the acquisition of property within member pension schemes.
In her spare time she enjoys socialising with her friends and family.
Areas of expertise
SIPP Property Purchases
Cody joined InvestAcc in 2021, having previously worked in administration roles.
In her spare time, she enjoys running and socialising with friends and family.
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Dan joined InvestAcc in 2011, having graduated from Sheffield Hallam University with a degree in Law.
He has gained knowledge and experience across the company, having roles in both our property and administration teams. Dan was appointed a Director of InvestAcc Pension Administration Limited in January 2022.
In his day-to-day role, Dan works within the sales and marketing team, working with financial advisers and authorised introducers on new/existing SIPP and SSAS arrangements. Also looking to develop relationships with external platforms, DFMs and adviser networks.
When not at work, Dan is a big football fan and supporter of Liverpool Football Club fan, attending as many games as possible in a season. Being a sunseeker, he is always planning his next holiday, slowly ticking off countries around the world!
Areas of expertise
Supports financial advisers and our field based BDMs
Job Titles:
- SIPP Accounts Administrator
Dan joined InvestAcc in 2022, having previously worked in the insurance industry.
Outside of work, he enjoys video games, supporting Carlisle United, and going to live music events.
Areas of expertise
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Job Titles:
- Property Administrator ( Acquisitions )
Daria joined InvestAcc in 2022, having graduated from Loughborough University with a Psychology with Criminology degree
Outside of work, Daria loves socialising with friends, taking her puppy Vinnie for walks in the Lake District and discovering new places through traveling. She has recently discovered a new passion for bouldering, which she spends time doing during miserable weather.
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Darryl re-joined InvestAcc in 2021; in his role as Sales Technical Support he supports financial advisers, the BDM Team and assists with new SIPP and SSAS enquiries.
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Dave joined InvestAcc in 2022, having previously worked in hospitality for over 20 years.
When not at work, Dave enjoys music, reading and creating.
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David has experience in financial services, copywriting and marketing anything from windows to pantomimes!
In his spare time he enjoys watching test cricket, growing strange plants, reading, music and cats.
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David joined InvestAcc in 2021 having previously worked for Clydesdale Bank for over 13 years in a variety of roles.
Outside of work David has a passion for BBQ, climbing and rugby.
Areas of expertise
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Job Titles:
- Property Administrator ( Post Acquisition & Sales )
Diane joined InvestAcc in 2017, having previously worked at HSBC where she held several positions covering customer service and personal banking.
Outside work hours Diane is a keen outdoor enthusiast, walking her dog Buster, hill walking, looking after her horse and travelling.
In 2015 she completed her ambition to trek to base camp Everest.
Areas of expertise
Insurance renewals
Job Titles:
- Property Administrator ( Acquisitions )
Emily joined InvestAcc in 2023 having previously worked in commercial property management.
Outside of work she enjoys watching live music, travelling and long walks with her rescue dog, Joey.
Areas of expertise
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Job Titles:
- Team Leader - Property ( Post Acquisition & Sales )
Emma joined InvestAcc in 2019, having previously worked in residential property sales in Carlisle and Workington. She has also worked for a solicitors practice and in family law.
Outside work, Emma enjoys football (watching only) and supporting her son on a cold wet windy Saturday morning. Her second favourite pastime is sitting in the sunshine in the South of France with great bread, cheese and a good glass of wine.
Areas of expertise
Insurance Renewals
Job Titles:
- SIPP Accounts Administrator
Emma re-joined InvestAcc in April 2023.
Areas of expertise
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Job Titles:
- SIPP Property Accounts Administrator
Ewan joined InvestAcc in 2022 as an apprentice.
His interests include reading, cycling and puzzle solving.
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Gary is a Director of InvestAcc based at our Tees Valley office and has over 25 years of industry experience.
He joined the company in 2005, having previously worked for two major life offices in the independent financial advice sector, where his roles encompassed both sales management and pension trustee duties. He is an Associate of both the Chartered Insurance Institute (ACII) and the Personal Finance Society (APFS), both by examination, and he is a Chartered Financial Planner.
Gary is married with two sons and in his spare time is a keen golfer, long-suffering Middlesbrough Football Club supporter and enjoys travel whenever time permits.
Areas of expertise
Director
Job Titles:
- Team Leader - Property ( Post Acquisition & Sales )
George joined InvestAcc in 2019, having graduated from Northumbria University studying Applied Chemistry.
Away from work George is a huge Manchester United fan and he enjoys live music.
Areas of expertise
Insurance Renewals
Georgia joined InvestAcc in 2020 and works in our SIPP Administration Team.
Georgia lives in Carlisle with her partner and two cats Whiskey and Cola, in her spare time she enjoys seeing live music and theatre shows.
Areas of expertise
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Job Titles:
- Property Administrator ( Post Acquisition and Sales )
Job Titles:
- Team Leader - SIPP Administration
Job Titles:
- SIPP Accounts Administrator
Job Titles:
- Property Administrator ( Post Acquisition & Sales )
Job Titles:
- Senior SIPP Administrator
Job Titles:
- Property Administrator ( Post Acquisition & Sales )
Job Titles:
- Property Administrator ( Acquisitions )
Job Titles:
- Business Development Manager ( Central )
Job Titles:
- Property Administrator ( Post Acquisition and Sales )
Job Titles:
- SIPP Property Accounts Administrator
Job Titles:
- Property Administrator ( Acquisitions )
Job Titles:
- Assistant Team Leader SIPP Administration
Job Titles:
- SSAS Assistant Team Leader
Job Titles:
- Property Administrator ( Post Acquisition and Sales )
Job Titles:
- Team Leader - SIPP Administration
Job Titles:
- Property Administrator ( Post Acquisition and Sales )
Job Titles:
- SIPP Accounts Administrator
Job Titles:
- Assistant Team Leader - SIPP Administration ( New Business )
Job Titles:
- Property Administrator ( Acquisitions )
Job Titles:
- Property Administrator ( Acquisitions )
Job Titles:
- Business Development Manager ( South )
Job Titles:
- SIPP Property Accounts Administrator
Job Titles:
- Compliance and Sales Support
Job Titles:
- Sales & Marketing Director
Job Titles:
- SIPP Accounts Administrator
Job Titles:
- Property Administrator ( Post Acquisition & Sales )
Job Titles:
- Property Administrator ( Acquisitions )
Job Titles:
- SIPP Accounts Administrator
Job Titles:
- SIPP Accounts Assistant Team Leader
Job Titles:
- Assistant Team Leader - Property ( Acquisitions )
Job Titles:
- Team Leader - Property ( Acquisitions )