SIPP Management

At Accrue we believe in sticking to doing what we do best, namely investment. This is why we do not advise on Self Invested Personal Pensions (SIPPs), instead preferring to concentrate on managing the investments held within pensions, through our SIPP Management service.  A SIPP is a personal pension that could offer a wider choice of investments, better control and greater flexibility than a traditional personal pension.

If you already have a SIPP we are able to offer Management, on a Discretionary, Advisory or Execution Only basis, to manage the investments held within the SIPP.

If you need advice we are able to introduce you to a trusted firm of IFAs, with whom we have worked for many years. They will be able to guide you through today’s changing pensions market and assist planning for your retirement. As well as sourcing the most suitable pension, they are able to advise on the setting up of a tailored SIPP.

If you decide that a SIPP is suitable, as part of the SIPP Management service your Investment Manager will begin the process of selecting the investments for your portfolio. By working with you over the long-term, we can also change your investment strategy as your individual circumstances change.

Please note, the value of your investments and any income derived from them from them may go down and you may get back less than you invested. If you are unsure about the suitability of this service, please contact us for advice

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Get in Touch

Accrue Investment Management Ltd
4 Northumberland Buildings
Queen Square
Bath
BA1 2JB

Tel: 01225 303333

Fax: 01225 422120

Email: info@accrueinvest.co.uk