Farley & Thompson Stockbroking Services
Nominee services
For those wanting to make their own investment decisions, Farley & Thompson provides a nominee service in which all administration regarding your shares is dealt with by us. You will be contacted when a decision is required and, should you wish it, we will offer advice. You will receive a valuation every six months and at the end of the fiscal year, we will provide schedules giving details of all transactions during the year. In addition, you will receive a composite tax voucher summarising all income received and related tax.
Discretionary management
For those who would value a portfolio but do not wish to choose the individual constituents, Farley & Thompson will manage your investments for you. Having agreed investment objectives with you the firm will buy and sell investments on your behalf. Except for periodic reviews we will not contact you about the operation of your account. You will receive a valuation every six months and at the end of the fiscal year, we will provide schedules giving details of all transactions during the year. In addition, you will receive a composite tax voucher summarising all income received and related tax.
ISAs
For those wanting to hold part of their portfolio within the tax efficient environment of an ISA, Farley & Thompson offers an ISA where clients select their own investments, with or without advice. You may subscribe to a stocks and shares ISA each tax year and we are also happy to accept ISA transfers from other providers.
Advisory Service
For those happy to administer their own investments Farley & Thompson offers an advisory dealing service that means you, the client, take the decisions. You may always consult us on particular events such as rights issues, take-overs or special dividends. Should you wish it, we are happy to make specific recommendations in the light of your particular circumstances and ambitions.
Dealings
Farley & Thompson offers the opportunity to buy and sell UK quoted stocks and shares in real-time. While totally independent we have electronic links with market makers in London. Consequently, if you wish, we will confirm the execution of your instructions while you are on the telephone and the price at which you have dealt. Clients can be certain there is no conflict of interest as we neither take market positions nor benefit financially from those that do.
Valuations and reviews
Sometimes personal circumstances change and we can help you value and review your investments. There may be issues relating to registration and we can help with these too. In changing times we offer an independent ear and an opportunity to discuss your affairs in confidence.
Salisbury, Southampton and Bournemouth based, but UK wide Stockbroking Service
Although we are based in the Salisbury, Southampton and Bournemouth area of the United Kingdom, our Clients are spread throughout the UK and many countries in the world. Wherever you live, we would be pleased to be of assistance if you require advice on investments, share dealing or ISAs.