How We Help Professional Advisers
We are well placed to assist you, either in agreeing a series of investment mandates for your clients, or in supporting your own investment services to your clients.
We foster a close, trusted relationship providing you with a range of bespoke investment strategies to select from and to match your initial and ongoing suitability assessments. Our expert investment management is delivered by an experienced and highly qualified team, with all investment decisions being driven centrally by our investment management committee. Our 5 Star accredited service extends to cover general investment accounts, ISAs, pensions and offshore bonds.
Our dealing, custody and valuation services, extend to cover general investment accounts, ISAs, pensions and offshore bonds, enabling you to hold and oversee all of your clients’ investments in a single location. Being dealing specialists, we allow Intermediary firms to place orders on behalf of their clients in UK and Overseas Equities, investment trusts, ETFs, fixed-interest securities, structured products and collective investment schemes.
James Brearley has a proud history of providing investment management and share dealing services to both private and professional clients for over 100 years.
As one of the North of England’s leading Investment Managers & Stockbrokers, we employ over 60 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 Limited is authorised and regulated by the Financial Conduct Authority (FCA) and are a member of the London Stock Exchange.