Client Area
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Putting clients first since 1938...

Based on the South Coast our success is founded on putting our clients first, helping them to achieve their financial goals and objectives.

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Welcome to Farley & Thompson

As one of the few remaining independent stockbroker and investment managers, we are proud of our heritage and the enduring relationships we build with our clients and their families. Whilst the business has changed over the years, we remain committed to the traditional values of integrity, service, and stewardship and we look forward to supporting you on your investment journey. Whether you are a private investor, a trustee, or a professional connection you can be assured of a friendly welcome and our experienced team is ready to talk to you about the services we offer.
Senior Partner

Colin Chalkly-Maber

Our Services
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. We will tailor the investments to your individual needs and circumstances within the context of an agreed investment mandate, our investment managers creating a diversified portfolio to help you achieve your investment goals.  
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Our Services
Advisory Portfolio Management
You enjoy being involved in the decision-making behind your investments so we aim to provide you with expert advice on a range of UK equities, fixed interest securities and collective investments funds. Working closely alongside one of our investment managers you will benefit from our portfolio construction framework and we will make recommendations based on agreed investment objectives and your attitude to risk.
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Our Services
Advisory Portfolio Management
You enjoy being involved in the decision-making behind your investments so we aim to provide you with expert advice on a range of UK equities, fixed interest securities and collective investments funds. Working closely alongside one of our investment managers you will benefit from our portfolio construction framework and we will make recommendations based on agreed investment objectives and your attitude to risk.
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Our Services
Custody Plus
If you prefer to be in control and wish to benefit from the security and simplicity of holding stocks and funds electronically, we offer a simple custody service with execution-only dealing. We only ever act upon your instructions and our dealers are on hand during market hours to execute trades on your behalf. You can have access to our online valuation service where transactions, dividend receipts and other movements can be viewed same day on your account.
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Our Services
Probate and Estate services
If you are a professional executor or a private individual dealing with the estate of a loved one, we know this can be an overwhelming and time-consuming process at such a difficult time. We are here to support you and we have an expert team who will help you through the process, providing a ‘one-stop-shop’ for the validation, valuation, administration and dealing in securities left as part of an estate.
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Our Services
Probate and Estate services
If you are a professional executor or a private individual dealing with the estate of a loved one, we know this can be an overwhelming and time-consuming process at such a difficult time. We are here to support you and we have an expert team who will help you through the process, providing a ‘one-stop-shop’ for the validation, valuation, administration and dealing in securities left as part of an estate.
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  • You and your team at F&T have been such a support to us all and especially to Mum, and for that we are forever
    grateful.
  • Although we are a small fish in a big pond you have always made us feel cared for and valued as equals.
  • I have appreciated your advice and guidance over many years.
  • Thank you as ever for your professional advice. I have, and always will, value that.
  • Well done. Great analysis, great info and good call. I'm grateful.
  • I appreciate all your kind and attentive care in navigating my family's needs.
  • You are doing a super job helping me!
  • Your assistance was immediate, courteous, most helpful and totally professional. In this age when the quality
    of service elsewhere is not always of the highest order, it was a pleasure to do business with you, for which I
    give my grateful thanks.
  • You have served us admirably over many years, we have much to thank you for.
  • I feel hugely relieved to have found you. I appreciate your help and guidance.
  • I came to you from another firm as you treat me like an individual. Thank you and I really value the time you
    spend with me.
  • A pleasure to push the paperwork over to experts. Very good work, will happily recommend to others.
  • Great service as ever.

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

Can we help you? For a friendly and personal service you can trust, get in touch with Farley & Thompson Stockbrokers and Investment Managers.

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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
Your capital is at risk. The value of investments and any income from them can fall as well as rise and you may get back less than you invested.