Accrue Investment Management Ltd

Reference number: 226033

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    01225 303333

  • Address

    Inigo Business Centres Ltd, 4 Queen Street, Bath, Bath and North East Somerset, BA1 1HE, United Kingdom

In the full report: 2 background checks

  • What kind of line 01225 303333 is
  • Who else gives the postcode BA1 1HE
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FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Safeguarding and administration of assets (without arranging)

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company name
ACCRUE INVESTMENT MANAGEMENT LIMITED
Company status
Active
Company type
Private limited company
Incorporated
1 August 2001 (25 years old)
Registered office
4 Queen Street, Bath, BA1 1HE, England
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Gavin Jeremy Alcott Director May 1965 12 Jun 2003 4 other companies
Nicholas Howe Director Dec 1974 29 Mar 2004 8 other companies
Gavin Jeremy Alcott Secretary Not published 12 Jun 2003 4 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
9
still active
9
run together
3

In the full report: all 9 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 3 companies these 2 directors run together
  • All 8 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2026Full accountsAudited

Turnover

£303k

Not compared: the previous accounts cover a different length of time

Profit before tax

£102k

−7.5% from £111k

Total equity

£156k

No earlier figure to compare

Cash at bank

£127k

−3.4% from £132k

Profit before tax

In the full report: all 4 years of accounts

  • Every year from 2023 to 2026
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 04263019. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Accrue Investment Management’s history from the FCA register and Companies House, newest first.

2016

6 April 2016

  • Gavin Jeremy Alcott gained significant control
  • Helen Claire Alcott became a part-owner (25–50% of shares)
  • Nicholas Howe became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

5 March 2004

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2001

1 August 2001

  • Incorporated at Companies House

Companies House

In the full report: all 23 events

  • All 23 events in its history (7 shown here)
  • Every director appointment and resignation: 14
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Firms like Accrue Investment Management

Other firms of the same type (investment or fund manager), nearest first.

In Bath

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Accrue Investment Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 9 other companies its directors have run, named
  • 2 background checks on its contact details
  • 4 years of accounts, charted
  • All 23 events in its history

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Frequently asked questions about this firm

Is Accrue Investment Management Ltd FCA authorised?
Yes, Accrue Investment Management Ltd (FRN 226033) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2004 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Accrue Investment Management’s phone number?
The FCA register lists the phone number 01225 303333 for Accrue Investment Management. If you were given different contact details, use these to check with the firm before going any further.
Is Accrue Investment Management a scam or clone?
Accrue Investment Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Accrue Investment Management?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Accrue Investment Management to the Financial Ombudsman Service, free of charge.
Who owns Accrue Investment Management?
Companies House lists 3 people with significant control of Accrue Investment Management: Mr Nicholas Howe (25–50% of shares), Mrs Helen Claire Alcott (25–50% of shares) and Mr Gavin Jeremy Alcott (significant influence or control).
Who runs Accrue Investment Management?
Companies House lists 2 directors of Accrue Investment Management: Gavin Jeremy Alcott and Nicholas Howe.
How long has Accrue Investment Management been in business?
The company was formed on 1 August 2001, and has held its current FCA authorisation since March 2004.
What do Accrue Investment Management’s latest accounts show?
Its latest accounts, to 30 April 2026, show turnover of £303k (not compared: the previous accounts cover a different length of time) and profit before tax of £102k (−7.5% from £111k).

Sources and links

The full report on Accrue Investment Management Ltd

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