Individual Investors

How We Help Individual Investors

James Brearley has provided high quality investment management and share dealing services for almost 100 years. Today our traditional services remain, with the addition of our cutting-edge online valuation and dealing facilities, all of which are supported by our nominee custody service.

INVESTMENT MANAGEMENT

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.

DEALING

We have a long history as an established member of the London Stock Exchange. Our experienced staff have specialist knowledge of a wide range of investments and they are at hand to accept and execute your dealing instructions.

ISA & JISA

We are a highly experienced HM Revenue & Customs approved ISA Manager, providing you with the ability to invest in a favourable tax environment. We support both direct subscriptions and the transfer of existing ISAs & JISAs.

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NOMINEE SERVICE

We have a long history of securing, protecting and administering clients’ assets and reporting to them on a regular basis. This comes hand in hand with the transacting and settlement of your investment instructions.

Our Company

James Brearley has a proud history of providing investment management and share dealing services to individual investors for nearly 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.