Invicta Financial Group Limited
The Invicta Financial Group is the parent company of our financial services business.
The Invicta Financial Group does not provide financial advice itself. All advice is provided through Invicta Financial Services limited and other associated companies and trading styles that are authorised and regulated by the Financial Conduct Authority.
Through our various customer-facing outlets and financial intermediary channels, we provide financial planning advice and a wide range of financial products and services to both private, including business owners, employers and corporate clients, as detailed below:
Invicta financial planning – for individuals & business owners
– independent financial planning, lump sum investments, investment review, portfolio advice, retirement planning, cash-flow modelling, and inheritance tax mitigation
Aegis advisers – for individuals & business owners.
- healthcare policies, income protection, critical illness cover, life assurance and mortgage protection.
PTK-Invicta financial planning- for individuals & business owners
- independent financial planning, investments & savings, later life solutions, pensions & retirement, and portfolio advice services.
Invicta commercial finance – for individuals & business owners
- asset finance, bridging loans, commercial mortgages, development finance, invoice, and lease finance.
Invicta insurance partners – for business owners
- business risks, commercial risks, motor fleets, property insurance and specialist general insurance.
Invicta mortgage services – for individuals
- buy-to-let mortgages, equity release, mortgages & remortgages, second charge loans and other finance.
