Client Area
Slide 1
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.

Slide 1
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.

Slide 1
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.

Slide 1
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.

Slide 1
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.

Slide 1
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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  • We can’t thank you enough for your handling of our accounts so competently. In our dealings with you we have found you and everyone in your office to be friendly and happy to help
  • A delight to deal with you all
  • We are incredibly grateful for all the help we’ve been given over the last few years
  • Thank you very much for dealing with our transfers so speedily & efficiently, you have made what could have been a very difficult transaction quick and painless
  • Thank you. As efficient as ever, might I say!
  • You really do go above and beyond in your dealings.
  • Excellent, efficient and friendly service at every stage. Can thoroughly recommend for Executors.
  • I really like the way you operate; I can call and speak to someone who cares.
  • I am grateful as always for your excellent service and sound advice.
  • So pleased to have you helping me and Mum through this difficult time.
  • Thank you for being open, honest and superb at your job. You have helped me amazingly.
  • A wonderful help to me, guiding me through unfamiliar territory.
  • Thank you for the friendly efficient service.

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.