After more than 40 years service, Roger retired from the firm in January 2004, yet remains our Chairman. He joined James Brearley & Sons back in 1963, becoming Senior Partner in 1981 and Chairman of the new company in 1999. He has been Chairman of the Provincial unit of the London Stock Exchange (LSE) and the North West Regional Advisory Group of the LSE. He has also served as a director and committee chairman of APCIMS and sat on the LSE Private Client Committee.

Nigel joined the Firm in 1985 managing the Kendal office until he became a Director of the Company in 1999. He is responsible for overseeing all customer care issues throughout the company and is actively involved in business development areas.

Hal is a Chartered Accountant who joined us in 1996. He became Finance Director in 1999 and is also responsible for overseeing the compliance oversight function.

David has been with James Brearley & Sons since 1986 and managed the Southport office until 1999 when he became Director in charge of our Investment Management Division. He has more recently taken over responsibility for all dealing operations to include the Icon Trading Platform.

Brian joined the Firm in 1999, having previously qualified as a Chartered Accountant with BDO Stoy Hayward. Since his appointment he has successfully overseen the expansion of our administration division becoming Operations Director in 2004.

Michael was a partner in James Brearley & Sons throughout the 1980s and 1990s and became a director on incorporation in 1999. He retired from active management of the business in 2001, taking up his non-executive role at this time.