Leadership Team
We are guided by a seasoned Board and Management Team with deep expertise in financial services, a proven track record of delivering value across the sector, and extensive experience successfully navigating complex transactions in diverse regulatory environments.
Our Subsidiary Businesses
A multi-award-winning provider of specialist SIPP and 584S schemes for over 30 years supporting over 18,000 customers with 59 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.
If you are a customer interested in our services and want to know how we can support you, visit the InvestAcc Pension Administration or Vesta Wealth website.
Group Vision and Strategy
Our Goal
Build the UK’s leading specialist pension administration business in the public markets.
The Starting Point
Our initial focus is on the SIPP market, a growing segment with strong business fundamentals and a fragmented landscape that presents an opportunity for both organic expansion and inorganic growth through structural consolidation
How We Execute
Create a resilient and customer-centred leader through a targeted “buy-and-build” mergers and acquisitions (M&A) strategy, and strategic partnerships.
Leadership Team
We are guided by a seasoned Board and Management Team with deep expertise across financial services and operating at scale within complex regulatory environments.
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