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

Investment Risk Guide Aug18

Our Company

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 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.