{"id":3448,"date":"2026-02-06T09:12:33","date_gmt":"2026-02-06T09:12:33","guid":{"rendered":"https:\/\/www.jbrearley.co.uk\/individual-investors\/?page_id=3448"},"modified":"2026-03-17T10:41:50","modified_gmt":"2026-03-17T10:41:50","slug":"support","status":"publish","type":"page","link":"https:\/\/www.jbrearley.co.uk\/individual-investors\/support\/","title":{"rendered":"Support"},"content":{"rendered":"

[vc_row full_width=”stretch_row”][vc_column][rev_slider_vc alias=”new-individual-clients-1″][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1770308269776{padding-top: 50px !important;}”][vc_column][vc_custom_heading text=”Support” font_container=”tag:h1|font_size:24pt|text_align:left|color:%234f4f4f” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal” css=”.vc_custom_1773743902085{margin-top: 0px !important;margin-bottom: 30px !important;}”][\/vc_column][vc_column css=”.vc_custom_1649687451799{padding-right: 30px !important;}”][vc_column_text css=”.vc_custom_1773743958544{margin-top: 15px !important;}”]As a firm dedicated to the highest standards of conduct and best practice, James Brearley is committed to ensuring that it maintains the highest professional standards and principles in order to deliver good outcomes to our customers in all your dealings with our firm. The fair treatment of customers is embedded in our culture, policies, and procedures.<\/p>\n

Vulnerable situations are not always permanent on-going issues, they can appear unexpectedly for someone who has previously shown no evidence of having to deal with challenges or difficulties.<\/p>\n

They can also come and go \u2013 you may be experiencing temporary life issues, that do not need a permanent change in the relationship we have with you, simply a temporary understanding of what you are going through.<\/p>\n

All James Brearley members of staff, irrespective of whether they are client facing or not, have attended training on identifying and supporting customers in vulnerable situations.<\/p>\n

There are also many other practical steps we take to support our customers with vulnerabilities, whether you are struggling with mental challenges, financial complications or one of the many other difficulties that could potentially expose you to financial harm.
\n[\/vc_column_text][\/vc_column][vc_column css=”.vc_custom_1725449187084{margin-bottom: 50px !important;}”][vc_custom_heading text=”We have detailed below the sort of circumstances that you should let us know about:-” font_container=”tag:p|text_align:left|color:%234f4f4f” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal” css=”.vc_custom_1773743985765{margin-top: 0px !important;margin-bottom: 30px !important;}”][vc_column_text css=”.vc_custom_1769072999074{margin-top: 15px !important;}”]<\/p>\n

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  1. Do you have any long-term health conditions or disabilities that make it difficult to manage your account with us or with the administration involved in doing so?<\/b><\/li>\n
  2. Do you have any concerns about your ability to manage your own finances or with the administration involved in doing so?<\/b><\/li>\n
  3. Do you rely on others to manage your financial affairs?<\/b><\/li>\n
  4. Do you have any difficulties using technology to manage your finances?<\/b><\/li>\n
  5. Do you struggle to fully access information on our website about your account?<\/b><\/li>\n
  6. Do you struggle to easily access information and resources about your investments?<\/b><\/li>\n
  7. Are you nervous or do you lack confidence when making financial decisions?<\/b><\/li>\n<\/ol>\n

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    If the answer to any of the above is yes, or if your circumstances mean that you face any other challenges or difficulties in your day to day life, we offer a range of solutions that may help you deal with your financial affairs. If you would like to discuss how we can assist, please do not hesitate to contact us.<\/p>\n

    [\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1511265460160{background-color: #e1ecf2 !important;}”][vc_column][vc_custom_heading text=”Quick Enquiry” font_container=”tag:h1|font_size:30pt|text_align:center|color:%23000000″ google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:300%20light%20regular%3A300%3Anormal” css=”.vc_custom_1511277310377{margin-top: 0px !important;margin-bottom: 20px !important;}”][vc_column_text css=”.vc_custom_1773744108033{padding-bottom: 20px !important;}” el_class=”quick-enquiry”]<\/p>\n

    If you would be interested in speaking to one of our Account Executives about the options you have available to you for James Brearley to assist in the management \/ administration of your portfolio, please complete the below quick enquiry form or contact us on the below telephone number.<\/h3>\n

    In addition to the assistance that we can provide you, you can also access more specific, targeted advice and guidance by visiting the website of various charities and advisory bodies such as the Office of the Public Guardian, Help the Aged, the Alzheimer\u2019s Society, the Money & Pensions Service and Moneyhelper, amongst others.<\/h3>\n

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