Your wealth, our expertise, your goals our priority
We are a leading independent stockbroker and investment manager, proud of our heritage and the enduring relationships we build with our clients and their families. With over 80 years of experience, we remain committed to the traditional values of integrity, service, and stewardship. We are dedicated to providing a personal and friendly service to our clients, supporting them on their investment journey.
Our Services
We offer a range of services tailored to meet the individual needs of each client. Whether you are a private investor, a trustee, or a professional connection, we provide expert advice and guidance to help you achieve your financial goals.
Discretionary Portfolio Management
If you prefer not to be involved in choosing portfolio investments, we can select and manage the assets for you, leaving you free to do the things you enjoy. Our experienced investment managers will create a diversified portfolio tailored to your individual needs and circumstances.
Advisory Portfolio Management
If you enjoy being involved in the decision-making behind your investments, our advisory service provides expert advice on a range of UK equities, fixed interest securities, and collective investment funds. We will work closely with you to create a portfolio aligned with your investment objectives and risk tolerance.
Custody Plus
If you prefer to be in control and wish to benefit from the security and simplicity of holding stocks electronically, our custody service offers a simple and secure way to manage your investments. We execute trades on your behalf and provide online access to your account.
Probate and Estate Services
We understand that dealing with the estate of a loved one can be an overwhelming and time-consuming process. Our expert team provides a 'one-stop-shop' for the validation, valuation, administration, and dealing in securities left as part of an estate.
Our Mission
Our mission is to build trust, provide clear and comprehensible advice, be accessible to our clients, and strengthen relationships that last across the generations. We are committed to providing a friendly and personal service that you can trust.
Overall Experience of Farley & Thompson
Farley & Thompson, an independent private client stockbroker, has received mixed reviews from its customers. On the one hand, some clients have praised the firm for its excellent personal service and support. On the other hand, a few clients have reported negative experiences, citing unsound financial advice that led to significant losses.
Positive Reviews
While some clients have expressed satisfaction with the firm's services, there have also been instances of malicious individuals leaving negative reviews to undermine the firm's reputation. In reality, the vast majority of clients seem content with the service they receive, with many choosing not to leave reviews online.
Negative Reviews
A rare negative review highlights a worst-case scenario, where a client received unsound financial advice in the 1980s, which ultimately led to significant losses. The client has attempted to seek redress over the years but has been unsuccessful.
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