Accrue Investment Management Ltd :: Site Map

Home: Welcome to Accrue Investment Management, a new and refreshing force in portfolio management and stockbroking.
About: Accrue’s aims are based on a simple objective; to provide the highest standard of independent investment management for individuals, trusts and municipal bodies.
Investment Philosophy: Accrue’s investment philosophy is to completely focus on you.
Investment Process: In addition to in-house research, the entire investment process is complemented with research from major brokerage houses.
Reporting, Security & Administration: Valuations, Crest, Financial Services Compensation Scheme.
Charges: The main element of our charge is a fee, based on the value of your funds under our management, payable half yearly in arrears.
Initial Questions: Attitude to risk is a very personal thing. We want you to feel comfortable with the way your money is invested.
Ethical Requirements: Many people want to be sure that their money is not invested in an activity with which they disagree on moral grounds.
Tax Sheltered Investments: You are likely to want to make full use of your annual ISA allowance and may well have money already invested this way or in PEPs.
Pensions: We can take on the management of investments within Self Administered Pension Schemes for companies, or Self Invested Personal Pensions for individuals.
Trusts: Given our roots as solicitor-investment managers, we are quite accustomed to the particular requirements of each category of trust or settlement.
What Next?: We hope that what we have told you about Accrue on this web site will assure you that you will be most important to us as a client.
Downloads: Accrue Account Application Form (Private Clients) - PDF
Contact: Contact details. Send us an enquiry.
Privacy: Accrue Investment Management Ltd Privacy Statement.