Accrue

read moreWe believe that the purpose of investment is to give you a better chance of getting what you want out of life. To help you achieve this we aim to assist you to define your specific needs and aspirations in order to create a portfolio which suits you personally. Setting goals means considering lifestyle priorities and realising that there are trade offs between risk, return and time. We identify the long term asset allocation that maximises the chance of producing the return you want, with the least amount of risk.

read moreIf you do not require any investment advice and wish to make your own investment decisions, you can use our Execution Only Dealing service. This facility is available on the telephone or by post, but we do not provide any investment advice. As part of this service we are happy to contact the Registrars regarding any of your share certificates to ascertain whether the holdings are correct. Similarly if you have mislaid any certificates we will be only too pleased to arrange for a Letter of Indemnity to be issued in order to replace the lost certificates.

read moreWhen someone dies, their estate needs to be valued and any tax paid before beneficiaries get their share. Probate valuation can be complicated and time-consuming, but our established service makes everything a lot easier. The period after a close friend or relative's death can be difficult for everyone involved. We can value portfolios of stocks and shares for probate and capital gains tax purposes. Our service provides fast, accurate valuations (usually within a week) that conform to Inland Revenue requirements.

read moreOur Collective Investment Management service enables you to diversify your investments and may potentially reduce the risk sometimes associated with holding individual stocks and shares. This form of portfolio is a practical way to invest across a broad range of shares and assets in both the UK and internationally. A collective investment is a means of pooling small investors' contributions into a single collective fund, so allowing you to buy a stake in a wide range of investments. The most popular collectives are unit trusts, investment trusts and Open Ended Investment Companies (OEICs).

read moreIn addition to our standard range of services, we also specialise in providing investment advice to clients of Professional Advisers, including IFAs, Solicitors and Accountants. Our independent Discretionary Investment Management Services are designed to broaden your offering to clients and are particularly suited to those who require additional specialist and professional investment advice. Pound falls 0.4% against the dollar, boosting overseas earners in the UK's leading index. The UK market has been steadily rising over the past few days, with investors shrugging off.

read moreMany of our clients elect for us to manage their investments through our Discretionary Management service. This allows them to transfer investment decision-making on their portfolio to our experienced Investment Managers. Discretionary Management gives you access to professional expertise without the administrative burden associated with the day-to-day running of an investment portfolio. Once we have established your objectives, we are able to make all the decisions on your behalf and react swiftly to changing market conditions and opportunities.

read moreWe offer an investment service designed for Trusts specifically designed to cater for the varying objectives of the Trustees. Accrue has extensive experience of working with Trustees to formulate an investment strategy, create a tailored portfolio and then manage those investments in line with the financial needs of The Trust. Our Investment Managers have a long track record of helping Trustees to manage risk, protect their capital and produce sufficient income to enable Trusts to fulfil their aims.

read moreAt Accrue, we recognise the growing importance to our clients of ethical and responsible investing. Put simply, ethical investment seeks to invest in companies which make a positive contribution to the World, and seeks to avoid companies which harm the World, its people and its wildlife. It is, however, difficult for an individual investor to judge whether a particular company is ethical or not. Indeed, since such ethical judgments are of a highly subjective nature a clear and defined personal statement of beliefs needs to be formulated at the outset.