About Us
Our Group
As a parent company, Invicta Financial Group Ltd, does not provide financial advice or regulated services to clients. However, through its associated companies and advisory channels, the Group has established a long-standing presence in the financial services sector, delivering outstanding advice.
Our purpose is to help you maximise your financial resources, enabling you to plan for and achieve the future you desire.
Our Values
To be customer-centric and ensure that our clients are always at the heart of everything we do
To ensure we are always there for our customers as their needs and circumstances evolve
To work together as a team with the sole aim of meeting our clients' expectations and providing them with the best possible experience
Why Choose Us?
As an established business, we are passionate about supporting our customers and building lasting relationships—something we have been doing since 2005. The Invicta Financial Group was formed in 2016 following the merger of Invicta Financial Services and Invicta Financial Planning. Since then, the Group has consistently expanded its range of services, meeting the evolving financial needs of clients across the South East and beyond.
Whether you are a private client, business, or trustee, we are committed to delivering the highest possible standard of advice. Focused on our commitment, we will take the time to fully understand your goals and provide you with a personalised service tailored to your needs.
Through our advisory channels, our team of experienced advisers, supported by specialist staff, is here to assist you with a wide range of financial requirements.
Invicta Financial Planning
Independent investment and pension advice, estate and inheritance tax planning, portfolio review services, cash flow modelling, and specialist business protection.
- FIND OUT MORE -
Invicta Insurance Partners
Commercial insurance solutions and risk management for fleet & motor trade, manufacturing & wholesale, construction and general liability, commercial and residential owners, retail and hospitality, and professional indemnity.
- FIND OUT MORE -
Invicta Commercial Finance
Asset and development finance, bridging loans, commercial mortgages, invoice, and lease finance.
- FIND OUT MORE -
Invicta Mortgage Services
Mortgages and remortgages; buy-to-let mortgages, equity release, second charge loans and mortgage-related life, critical illness, and health assurance.
- FIND OUT MORE -
Invicta Financial Partners
Our financial partners provide clients with independent advice across various areas of planning, including investments, retirement planning, inheritance tax, wealth management and corporate financial planning.
- FIND OUT MORE -
Have Questions?
The Right Advice
When a client’s circumstances require expertise beyond a particular area of advice, we can draw on Invicta Financial Group’s broader resources through our other advisory channels, ensuring you receive the best advice to meet your specific objectives.
Invicta Financial Group does not provide regulated services to customers and is not authorised or regulated by the Financial Conduct Authority. All advice is provided through Invicta Financial Services, which is authorised and regulated by the Financial Conduct Authority.