How We Help Individual Investors
James Brearley has provided high quality investment management and execution-only dealing services for over 100 years. Today our traditional services remain, with the addition of our cutting-edge online valuation and dealing facilities. All our services are supported by our custody service.
INVESTMENT MANAGEMENT SERVICE
This service is designed for the investor who wants to pass the responsibility for managing their investments to someone else. We invest your money for you according to the investment aims you tell us about, before entering into the service. Once your portfolio of investments is established we will maintain it for you, providing you with a regular quarterly valuation report to allow you to track its performance. We can tell you why we have made changes but we won’t necessarily ask you to agree to changes to your portfolio in advance. The service is not suitable for investors who want to have a say in how their money is invested on a day to day basis.
We will share with you the responsibility for meeting your long term investment goals by constructing, managing and administering your investment portfolio. Our service is delivered by experienced and highly qualified investment managers, with a strong performance track record. Our “5 Star” accredited service extends to cover general investment accounts, ISAs, pensions and offshore bonds.
EXECUTION-ONLY DEALING SERVICE
This service is designed for the investor who wants to make their own investment decisions. We will carry out the investment instructions you give to us be it for a general investment account or ISA, on the understanding that you do not want investment advice. Access to Market and Company information together with our Fund Research facility, will hopefully be useful reference points to assist with your decision making.
We have a long history as an established member of the London Stock Exchange. We make available a wide range of investments and our experienced staff are at hand to accept and execute your dealing instructions or you may choose to use our online dealing service (branded as Icon).
Investing in stock market based investments may not be right for all investors. You should consider carefully or seek professional guidance before investing. The value of an investment and any income from it can fall as well as rise and you may not get back the amount you originally invested.
James Brearley has a proud history of providing investment management and share dealing services to individual investors for over 100 years.
As one of the North of England’s leading Investment Managers & Stockbrokers, we employ over 50 people. Our skilled and experienced staff combined with our financial strength enables us to provide high quality, bespoke and flexible services to all our clients.
James Brearley & Sons Ltd is authorised and regulated by the Financial Conduct Authority (FCA) and is a member of the London Stock Exchange.