The information contained in this website is intended for the use of UK residents and is not intended for the use of persons outside of the UK. By continuing to use this website you are confirming that you have the necessary right to do so. James Brearley & Sons Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.
James Brearley is a trading name of James Brearley & Sons Limited. Registered Address: Walpole House, Unit 2, Burton Road, Blackpool, FY4 4NW. Registered in England & Wales. James Brearley has a proud history of providing share dealing and investment management services to both private and intermediary clients for over 100 years.
James Brearley is a trading name of James Brearley & Sons Limited. Registered Address: Walpole House, Unit 2, Burton Road, Blackpool, FY4 4NW. Registered in England & Wales. James Brearley has a proud history of providing share dealing and investment management services to both private and intermediary clients for over 100 years.
Services
We are well placed to assist you, either in agreeing a series of investment mandates for your clients, or in supporting your own investment services to your clients. We foster a close, trusted relationship providing you with a range of bespoke investment strategies to select from. Our expert investment management is delivered by an experienced and highly qualified team.
We foster a close, trusted relationship with you to provide you with a range of bespoke investment strategies to select from. Our bespoke Investment Management Service is delivered by experienced and qualified investment managers, who will construct, manage and administer an investment portfolio with the aim of achieving a consistent performance over the long term based on the attitude to risk and investment aims of your client.
We are an HM Revenue & Customs approved ISA Manager providing a "Stocks & Shares Flexible ISA". Our ISA provides you with the ability to diversify your clients' assets across a wide range of investments, for example, equities, fixed interest securities and collective investment schemes.
A "Flexible ISA" allows your clients to withdraw money from their ISA and return it in the same tax year, without this contributing towards their ISA allowance for that tax year.Our ISA and JISA provide you with the ability to consolidate a client's existing ISAs that they hold with other ISA Managers.
A "Flexible ISA" allows your clients to withdraw money from their ISA and return it in the same tax year, without this contributing towards their ISA allowance for that tax year.Our ISA and JISA provide you with the ability to consolidate a client's existing ISAs that they hold with other ISA Managers.
Our Nominee Service is central to both our Investment Management and Platform services, providing your clients with a secure and efficient facility in which to hold their investments. The advantages of using our Nominee Service are that your clients will not receive any paperwork or certificates from a company registrar or fund administrator.
Each of our Account Executives are highly qualified investment managers who in contributing to the firm's investment management process, are central to the delivery of our investment services. They are available to deal with all queries raised by existing investment services clients on a timely basis.
Reviews (1)
Christine Clarke
Jan 20, 2021
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