Business Details
Your Trusted Financial Advisers in Bath
We are an independent investment management company based in Bath, dedicated to providing the highest standard of personalized investment services. Our independence ensures impartial advice, free from ties to fund managers, banks, or insurance companies. With a focus on transparency and client-centric relationships, our experienced team tailors investment strategies to meet individual client objectives. We combine in-house research with insights from major brokerage houses to make informed decisions.Our commitment to treating customers fairly is aligned with Financial Conduct Authority principles, ensuring ethical practices and client asset security. Regular portfolio valuations and open communication channels reflect our dedication to exceptional service. Over decades, we have built a reputation for reliability, adapting to market changes while maintaining a focus on long-term client goals.
Services
Discretionary Management
Advisory Service
Execution Only Dealing
ISA Management
SIPP Management
Probate Valuation Service
Collective Investment Management
Ethical Investment Trusts
Professional Advisers
Portfolio Administration
Highlights and features
- We are independent and have no conflicts of interest.
- Our experienced team provides impartial investment research and selection.
- We offer tailored strategies adapted to changing market conditions.
- We are authorised and regulated by the Financial Conduct Authority.
- We combine in-house research with insights from major brokerage houses.
Associations and certifications
- Financial Conduct Authority
What people say
Personalised investment portfolio
Expertise
Reliable and profitable
Professional and conscientious
Regular portfolio updates
Services
Discretionary Management
We manage investments on your behalf, making decisions aligned with your objectives. Our team conducts thorough market analysis to optimize returns while minimizing risk. Clients benefit from regular portfolio reviews and adjustments to adapt to changing financial landscapes.
Advisory Service
Receive expert guidance on investment opportunities tailored to your financial goals. We provide detailed recommendations based on comprehensive research, ensuring you make informed decisions. Our advice covers risk assessment, asset allocation, and long-term planning.
ISA Management
We help you maximize tax-efficient savings through Individual Savings Accounts. Our service includes selecting suitable funds, monitoring performance, and ensuring compliance with HMRC regulations. Clients enjoy simplified management of their ISA portfolios for optimal growth.
SIPP Management
We offer Self-Invested Personal Pension management, enabling control over retirement savings. Our team assists in choosing investments, managing contributions, and ensuring regulatory compliance. Clients benefit from personalized strategies to secure their financial future.
Ethical Investment Trusts
We specialize in ethical investment options that align with your values. Our trusts focus on environmental, social, and governance (ESG) criteria. Clients gain access to portfolios that deliver financial returns while supporting positive societal impact.
Questions
What services does Accrue offer?
We provide discretionary management, advisory services, ISA/SIPP management, probate valuations, and ethical investment trusts.
How is Accrue different from other firms?
Our independence ensures impartial advice, with no ties to fund managers or banks.
How do you tailor investment strategies?
We assess your goals, risk tolerance, and lifestyle to create personalized portfolios.
How are client assets protected?
Assets are held in nominee companies, separate from our own, ensuring security.
Can I meet with my investment manager?
Yes, we offer regular meetings and are available for discussions at any time.
