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InvestAcc Group Limited

Company price
202.0 GBX 1.00 ( 0.50%)
Last update at 2026-10-27T16:27:00Z
VOLUME
2500
Market Cap
81.30M

Momentum Score

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InvestAcc Group Limited, together with its subsidiaries, provides pension administration financial advisory services in the United Kingdom. It operates through Pension Administration and Related Services and Wealth Management Services segments. The company provides full self-invested personal pension (SIPP) scheme, which offers a range of investment choices, including commercial property; and administration services to small self-administered schemes (SSAS). It also offers advisory services for investments, pensions, and wider financial planning matters.The company was formerly known as Marwyn Acquisition Company II Limited and changed its name InvestAcc Group Limited in October 2024. InvestAcc Group Limited was founded in 1992 and is headquartered in London, United Kingdom.

Source: TradingView
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Day Price Range
202.00
Low
204.00
High
52 Week Price Range
130.50
Low
192.45
High

Momentum Score

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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High

Key Metrics*

Previous Close
201.00
Dividend Yield
-
Revenue TTM
14.96M
Revenue Per Share
0.31
Gross Profit TTM
13.93M
Debt / Equity
-
ROE
-11.82%
Net Debt
-6.46M
ROCE
-243.12%
Diluted EPS TTM
-0.03

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Income before tax -4.68M -2.97M -3.53M -1.93M
Net income -1.62M -2.97M -3.53M -1.93M
Selling general administrative 2.73M 1.04M 0.99M 0.44M
Gross profit 7.76M -0.12M -0.07M -0.08M
Reconciled depreciation 1.57M - - -
Ebit -4.46M - - -
Ebitda -2.89M -2.08M -1.51M -0.52M
Depreciation and amortization 1.57M - - -
Operating income -5.33M -3.91M -3.53M -1.31M
Other operating expenses 13.89M 3.91M 3.53M 1.31M
Interest expense 0.22M - - -
Tax provision -3.06M 0.00M 0.00M 0.00M
Interest income 0.63M 0.36M 0.25M 0.01M
Net interest income 0.41M 0.36M 0.25M 0.01M
Income tax expense -3.06M - - -
Total revenue 8.56M 0.00M 0.00M 0.00M
Total operating expenses 13.09M 3.79M 3.46M 1.23M
Cost of revenue 0.80M 0.12M 0.07M 0.08M
Total other income expense net 0.65M 0.94M -0.00M -0.62M
Net income from continuing ops -1.62M -2.97M -3.53M -1.93M
Breakdown 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly
Date 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Total assets 7.53M 8.02M 11.06M 12.91M
Other current assets 1.07M 0.24M 0.81M 0.65M
Total liab 5.70M 3.27M 2.81M 2.73M
Total stockholder equity 1.83M 4.75M 8.25M 10.18M
Other current liab 5.28M 3.07M 2.71M 2.64M
Common stock 10.65M 10.65M 10.65M 10.65M
Capital stock 10.65M 10.65M 10.65M 10.65M
Retained earnings -9.07M -6.10M -2.57M -0.64M
Cash 6.46M 7.78M 10.25M 12.26M
Total current liabilities 5.70M 3.27M 2.81M 2.73M
Net debt -6.46M -7.78M -10.25M -12.26M
Other stockholder equity 0.26M 0.20M 0.17M 0.17M
Total current assets 7.53M 8.02M 11.06M 12.91M
Accounts payable 0.38M 0.17M 0.07M 0.09M
Non current assets total 0.00M 0.00M 0.00M 0.00M
Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total cashflows from investing activities -18.82M 0.36M 0.25M 0.01M
Total cash from financing activities 33.53M 0.63M 0.02M 0.05M
Net income -4.68M -2.97M -3.53M -1.93M
Change in cash 4.13M -1.32M -2.47M -2.00M
Begin period cash flow 19.89M 7.78M 10.25M 12.26M
End period cash flow 24.01M 6.46M 7.78M 10.25M
Total cash from operating activities -10.58M -2.32M -2.74M -2.06M
Issuance of capital stock 29.10M 0.01M 0.02M 0.05M
Depreciation 1.57M - - -
Other cashflows from investing activities -18.32M 0.36M 0.25M 0.01M
Change to account receivables 0.19M -0.83M 0.57M -0.15M
Other cashflows from financing activities 4.43M 0.62M - -
Capital expenditures 0.50M 0.00M 0.00M 0.00M
Change in working capital -6.67M 1.55M 0.75M -0.75M
Stock based compensation 0.06M 0.04M 0.03M 0.00M
Other non cash items -0.85M -0.94M 0.00M 0.62M
Free cash flow -11.08M -2.32M -2.74M -2.06M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(GBX)
Price
(GBX)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
INAC
InvestAcc Group Limited
1.00
0.50%
202.00 - - 5.43 2.21 9.01
MNTN
Schiehallion Fund Ltd
-0.01
0.46%
2.18 0.05 - 4.35 1.25 5.65
BHMU
BH Macro Limited
-
-%
4.29 0.09 - 39.01 0.71 6.47
TFG
Tetragon Financial Group Ltd
0.15
1.00%
15.10 0.02 7.04 1.16 0.31 2.06
BPCR
BioPharma Credit PLC
0.00
0.41%
0.98 0.09 - 6.73 0.91 7.95

Profile*

InvestAcc Group Limited

InvestAcc Group Limited, together with its subsidiaries, provides pension administration financial advisory services in the United Kingdom. It operates through Pension Administration and Related Services and Wealth Management Services segments. The company provides full self-invested personal pension (SIPP) scheme, which offers a range of investment choices, including commercial property; and administration services to small self-administered schemes (SSAS). It also offers advisory services for investments, pensions, and wider financial planning matters.The company was formerly known as Marwyn Acquisition Company II Limited and changed its name InvestAcc Group Limited in October 2024. InvestAcc Group Limited was founded in 1992 and is headquartered in London, United Kingdom.

11 Buckingham Street, London, United Kingdom, WC2N 6DF

196

Name Title Year Born
Mr. Mark Steven Hodges FCCA, MBA Executive Chairman 1965
Mr. William Arthur Self CEO & Director NA
Mr. James Keely Chief Risk Officer NA
Mr. Allan Dibble Chief Commercial Officer NA
Ms. Antoinette Catherine Ellen Vanderpuije Company Secretary NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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