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Discretionary Management

Discretionary Management Registration Form

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

Discretionary Management Registration Form Fillable

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

Advisory Management

Advisory Management Registration Form

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

Advisory Management Registration Form Fillable

Additional registration forms for trusts, pensions and corporate accounts are available upon request.
Click on the topics below to view the relevant downloadable documents.

Discretionary Management

Advisory Management

Custody Plus

One-Off Sales

Individual Savings Account

Online Valuations

Administration of Deceased Estate

Professional Partners

Ancillary

Our Values

Service-led: we genuinely care about our clients and their hopes for the future
Our mission is to build trust, provide clear and comprehensible advice, be accessible to our clients and strengthen relationships that last across the generations.
Authorised and regulated by the Financial Conduct Authority

Member of the London Stock Exchange

Farley & Thompson LLP is a Limited Liability Partnership registered in England and Wales under number OC324180

Registered address: Pine Grange Bath Road Bournemouth BH1 2NU
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Photography by Phil Jackson, Harbour View Photography
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