James Brearley has a proud history of providing investment management and share dealing services to individual investors 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 Ltd is authorised and regulated by the Financial Conduct Authority (FCA) and is a member of the London Stock Exchange.
What is James Brearley？
James Brearley is a broker offered by James Brearley & Sons Limited, a company registered in the United Kingdom. With its history spanning over 100 years, the firm has provided investment management and share dealing services to individual investors.
Today, the broker offers additional cutting-edge online valuation and dealing facilities. However, it is now unregulated, which compromises the security of the trading environment.
Regulatory Status
James Brearley is currently in an unregulated state. Traders are suggested to be aware of the risks as the company lacks regulation by an authority.
Pros & Cons
James Brearley offers experienced investment management and execution-only dealing services, with qualified investment managers guiding the investment process and promptly addressing client queries. They prioritize customer needs by providing the latest Financial & Market News and offering communication channels via email or phone.
However, limited tradable assets and services may concern users seeking diversity. Additionally, the inability to contact the brokerage outside regular hours could pose challenges, and the minimum investment requirement is high, up to £50,000. Most importantly, the fact that the broker is unregulated requires traders to carefully evaluate their options before trading with them.
Services
James Brearley offers Investment Management Service and Execution-Only Dealing Service to investors, providing qualified investment managers who guide the investment process and promptly address client queries.
The Investment Management Service, led by experienced and qualified managers, tailors portfolios to meet long-term goals and risk tolerance. James Brearley prioritizes building a close relationship to fully understand objectives, ensuring a suitable investment strategy. Additionally, it offers “ESG” versions of core strategies for clients interested in socially responsible investing with strong corporate governance standards. Please note that a minimum investment of £50,000 is required to access the Investment Management Service.
On the other hand, James Brearley offers two Execution-Only Dealing Services: Online Dealing (ICON) for online transactions and Phone Dealing for phone transactions, each with different charges. Clients can place purchase or sale instructions online based on their cash balance or stock holdings. For challenges with online trading, clients can instruct our Online Services Team over the phone, subject to a £25 charge. Alternatively, phone instructions can be directed to our Central Administration Support Team, providing the latest prices and market information, but no personal recommendations.
Customer Service
James Brearley offers extensive customer service. Traders with any inquiries can call or email for detailed information or assistance. They can also leave an online message for inquiries, and the broker will contact them via email or phone. Additionally, clients are welcome to visit our office at Walpole House, Unit 2, Burton Road, Blackpool FY4 4NW.
Educational Resources
James Brearley always keeps you up-to-date with the very latest Financial & Market News, where you can know more about market reports, company news, and new issues, ensuring that you stay informed and empowered in your investment decisions.
Conclusion
James Brearley is a broker tailored for tech-savvy traders and investors worldwide. It offers experienced investment management and execution-only dealing services, with qualified investment managers. In terms of customer service, it offers communication channels via email or phone.
Additionally, the broker provides access to the latest financial and market news. Whether you're a beginner or an experienced trader, James Brearley caters to individuals seeking to implement sophisticated investment strategies.
FAQs
Question: What is the history of James Brearley & Sons Limited？
Answer: James Brearley & Sons Limited, a company registered in the United Kingdom, has a proud history spanning over 100 years, during which it has provided investment management and share dealing services to individual investors.
Question: Are there any special features available for socially responsible investing？
Answer: Yes, James Brearley offers “ESG” versions of their core strategies for clients interested in investing in companies with positive societal and environmental impacts and strong corporate governance.
Question: What options do clients have for executing trades？
Answer: James Brearley provides two Execution-Only Dealing Services: Online Dealing (ICON) for those who prefer online transactions and Phone Dealing for those who prefer to trade over the phone. Different charges apply to each service.
Question: Is there a minimum investment requirement for James Brearleys services？
Answer: Yes, to access James Brearleys Investment Management Service, clients must have a minimum investment of £50,000.
United Kingdom
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