Business Details
50+ Years
experience
Your Trusted Partner for Financial Advisory and Investment Solutions
Farley & Thompson has been dedicated to client-centric financial services since 1938, rooted in the South Coast. With a heritage of integrity and stewardship, our independent approach combines traditional values with modern investment strategies. Our experienced team offers tailored solutions including discretionary and advisory portfolio management, custody services, and probate support. We prioritize transparent communication, ensuring clients achieve their financial goals through personalized risk assessment and diversified portfolios. Recognized by the Financial Conduct Authority and the London Stock Exchange, our commitment to excellence spans generations.By focusing on education and accessibility, we empower clients to navigate complex financial landscapes with confidence. Our fee structures are designed for clarity, covering management, custody, and execution costs without hidden charges. Whether managing estates, planning retirements, or advising on investment trusts, we maintain a one-stop-shop ethos, ensuring seamless service delivery. Proven by client testimonials, our legacy of trust and expertise continues to support individuals, trustees, and professionals in realizing their long-term objectives.
Services
Discretionary Portfolio Management
Advisory Portfolio Management
Custody Plus
Probate Services
Retirement Planning
Details
- Year established: 1938
Highlights and features
- Established heritage since 1938 with a focus on client relationships.
- Tailored investment strategies managed by FCA-regulated experts.
- Transparent fee structures with no hidden costs.
- Comprehensive services from probate to retirement planning.
- Award-winning team with deep South Coast market knowledge.
Associations and certifications
- Financial Conduct Authority
- London Stock Exchange
What people say
Excellent service
Speedy and efficient
Friendly and professional
Open and honest
Guided through challenges
Services
Discretionary Portfolio Management
We manage investments on your behalf, creating a diversified portfolio aligned with your objectives. Our experts handle daily decisions, ensuring adaptability to market changes while maintaining long-term growth. Ideal for clients seeking professional stewardship without administrative burdens.
Advisory Portfolio Management
Receive expert recommendations on UK equities and funds, tailored to your risk profile. Clients retain decision-making control, supported by personalized proposals and ongoing portfolio reviews to optimize returns and adapt to evolving goals.
Custody Plus
Manage assets electronically with execution-only dealing. Clients direct trades while benefiting from secure nominee holding, dividend processing, and real-time transaction tracking, ensuring full control with enhanced administrative efficiency.
Probate and Estate Services
Navigate probate complexities with expert support, including valuation, validation, and security dealing. Designed for executors and families, our streamlined process provides clarity and efficiency during challenging transitions, ensuring compliance and timely resolutions.
Investing for Retirement
Specialized pension management via SIPPs and SSASs, offering tax-efficient growth and flexible withdrawals. We align investments with retirement goals, balancing risk and return through diversified assets, ensuring financial security in post-employment years.
People
Colin Chalkly-Maber
Senior Partner
With decades of experience, Colin leads with a commitment to client trust and financial excellence. He specializes in strategic portfolio management and oversees the firm's adherence to traditional values while embracing modern investment practices.
Questions
What investment services do you offer?
We provide discretionary and advisory portfolio management, custody services, probate assistance, and retirement planning solutions.
How are your fees structured?
Our fees are tiered and transparent, covering management, custody, and transaction costs. Specific details are outlined in service-specific schedules.
Can I transfer an existing pension to your management?
Yes, subject to your current administrator's policies. We can assist in transitioning to a compliant scheme administrator if needed.
Are you regulated by the FCA?
Yes, we are authorized and regulated by the Financial Conduct Authority, ensuring adherence to rigorous financial standards.
How do you handle estate investments during probate?
Our team offers a one-stop solution for validating, valuing, and managing securities within estates, streamlining the process for executors.
How often do you review investment portfolios?
We provide six-monthly valuations and updates, with ad-hoc reviews available upon request to ensure ongoing alignment with client goals.
Reviews (3)
Colin Chalkly-Maber
Dec 08, 2019
Report
Farley & Thompson is an independent private client stockbroker, with more than 80 years of successful history, that prides itself on service and flexibility. The firm makes no attempt to be all things to all people and at times, malicious individuals have misused the excellent Google feedback system to sully the firm's good name. It is a sad fact that reviews are often the work of a tiny minority while the 99.999999% of satisfied clients do not feel the need to post their experiences online.
Feedback in the real world of financial services is governed by strict accountability, closely monitored
Feedback in the real world of financial services is governed by strict accountability, closely monitored
Richard Harris
Dec 22, 2018
Report
I went to this company in the 1980's for financial advice. In brief, I lost all of that money due to unsound advice. I have tried to get some sort of recompense several times over the past 35/40 years but have been 'fobbed off' with impossible questionnaires. Now, they say they have no record of any dealings with me according to a 'No win no fee' lawyer.
Julie Howe
Oct 10, 2018
Report
Can't fault this company for it's personal service and support. My broker took his time to explain and help me through the process, both the risks and benefits of the stock market. 18 months on from my investment, with Trump and Brexit doing their best to ruin things, my investment is still looking good.
