Business Details
Trusted Investment Management Services in Blackpool
James Brearley & Sons has been a trusted provider of investment management and share dealing services for over a century, serving both individual investors and professional advisers. Established with a commitment to excellence, we are authorized and regulated by the Financial Conduct Authority (FCA) and are proud members of the London Stock Exchange. Our team of over 60 skilled professionals brings decades of combined experience, ensuring clients receive tailored, high-quality financial solutions. We prioritize long-term relationships, offering bespoke investment strategies and robust custody services, supported by cutting-edge technology and a dedication to transparency.Our Defaqto 5 Star-accredited Investment Management Service reflects our adherence to industry-leading standards, while our 24/7 online platform empowers clients with real-time access to their portfolios. With regional offices across the North West, we combine local expertise with national reach, fostering trust through consistent performance and unwavering client support.
Services
Investment Management
Share Dealing
Platform Service
Custody Service
Online Services
Highlights and features
- We offer over 100 years of expertise in investment management.
- Our services are regulated by the Financial Conduct Authority (FCA).
- Defaqto 5 Star-accredited investment strategies ensure quality and reliability.
- 24/7 online access to portfolio valuations and performance reports.
- Dedicated account executives provide personalized client support.
Associations and certifications
- Financial Conduct Authority
- London Stock Exchange
- Defaqto 5 Star
Services
Investment Management Service
Our Defaqto 5 Star-accredited Investment Management Service provides tailored portfolios aligned with client risk profiles and financial goals. Experienced managers construct and oversee investments, focusing on long-term performance. ESG options are available for socially conscious investing, with a minimum investment of 50,000.
Platform Service
We offer comprehensive custody and execution services for ISAs, pensions, offshore bonds, and general investment accounts. Our technology enables efficient order placement and real-time portfolio access, supporting intermediaries with streamlined administration and reporting.
Share Dealing
Specializing in UK and overseas equities, ETFs, and fixed-income securities, our share dealing service caters to individual and professional clients. We provide competitive execution and access to a wide range of markets, supported by expert market analysis.
Online Services
Our 24/7 online portal allows clients to monitor portfolios, generate performance reports, and access historical valuations. The platform integrates with custody services, offering real-time updates and secure, user-friendly functionality for intermediaries and investors.
Custody Service
We safeguard client assets through our secure custody service, covering ISAs, SIPPs, and offshore accounts. Regular valuations, tax certificates, and performance reports ensure transparency, while sub-custodian agreements support diverse investment structures.
People
Andy Morris
Chief Investment Officer
Chartered FCSI with over two decades at James Brearley & Sons, leading investment strategy and client portfolio management. Passionate about football and local team Blackburn Rovers.
Peter Hayes
Investment Manager
Chartered FCSI with 20+ years of experience, managing investments for North West clients. Active in community engagement and Bolton Wanderers supporter.
Brad Waring
Investment Manager
Chartered FCSI serving Fylde Coast clients, with expertise in portfolio construction. Enjoys squash, swimming, and family time.
Mark Seddon
Investment Manager
Chartered FCSI based in Kendal, bringing 30+ years of industry experience. Interests include history, current affairs, and rugby.
Paul Davidson
Investment Manager
Chartered FCSI overseeing Merseyside portfolios, with a decade of prior industry experience. Balances family life with gym and rugby activities.
Questions
What services does James Brearley offer?
We provide investment management, share dealing, custody solutions, and online portfolio access for individual investors and professional advisers.
How is James Brearley regulated?
We are authorized and regulated by the Financial Conduct Authority (FCA) and are members of the London Stock Exchange.
What is the minimum investment required?
Our Investment Management Service requires a minimum of £50,000 to establish a managed portfolio.
Do you offer ESG investment options?
Yes, we provide ESG versions of our core strategies for clients prioritizing ethical and sustainable investments.
How long does transferring investments take?
Transfers typically take six weeks, though overseas holdings may extend this timeline due to administrative processes.
Can I access my portfolio online?
Yes, our 24/7 online portal offers real-time valuations, performance reports, and historical data for all managed accounts.
