Professional Advisers

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.

INVESTMENT MANAGEMENT

We foster a close, trusted relationship providing you with a range of bespoke investment strategies to select from. Our expert investment management is delivered by an experienced and highly qualified team.

PLATFORM SERVICE

Our execution, custody and valuation services, extend to cover general investment accounts, ISAs, pensions and offshore bonds, enabling you to hold all of your clients’ investments in a single location.

ISA & JISA

Our ISA and JISA provide you with the ability to diversify your clients’ assets across a wide range of investments, for example, equities, fixed interest securities and collective investment schemes.

nominee-services

NOMINEE SERVICE

Our Nominee Service is central to both our Investment Management and Platform services, providing your clients with a secure and efficient facility in which to hold their investments.

Our Company

James Brearley has a proud history of providing investment management and share dealing services to both private and professional clients 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 Limited is authorised and regulated by the Financial Conduct Authority (FCA) and are a member of the London Stock Exchange.