We have made a number of useful documents available that you may download:-


This document is intended to explain some of the terms which are associated with the services we provide.


Engagement Policy

James Brearley Order Execution Policy

Service Terms & Conditions

Investment Risk and How it is Managed guide

Investment Risk Guide Aug18

Our Company

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.