Testimonials

We wanted something professional and personal, informed and immediate, local enough but national and international in scope; safe but wide-ranging; ethical but not ridiculously narrow. We believe – based on years of ‘hitherto’ – that we have found this rare combination in Accrue. Safe, sound, sensible and aware, with just the necessary available touch of pluck.

Whilst I like choosing the companies, I find the advice from Accrue very helpful when investing, and they stop me before I make a stupid choice!

I have been part of the  Accrue family for over 15 years. From the 1st day each member of the team has treated me with the exact personal needs I required. They make financial sense out of the mine field of money issues I come across, CGT, Share options etc. Thank you for looking after my ££££’s

For over 10 years I have entrusted Gavin Alcott at Accrue with my investments and I have total confidence in his expertise.   I am sent a regular Portfolio and any questions I have are dealt with quickly and efficiently.

My wife and I have been clients of the firm since it was established in Bath. During that time, Accrue has managed our affairs reliably and profitably, despite  recent market crises, and we feel very comfortable with  the firm and the service it provides.

My family has used ACCRUE financial services for trust management, financial advice, wealth management and stock acquisitions for over 17 years and have never been disappointed with their performance.  The staff is always willing, courteous, professional and very conscientious.  They get the job done right the first time and look after your interests whether you are a high net worth investor or a modest saver.

Our services, clearly explained

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Please find us at our new address: 4 Queen Street, Bath, BA1 1HE

Based in Bath, we are large enough to offer the highest standard of investment management, but small enough to treat all our clients as individuals.

Get in Touch

Accrue Investment Management Ltd
4 Queen Street
Bath
BA1 1HE

Tel: 01225 303333

Fax: 01225 422120

Email: info@accrueinvest.co.uk