Whether you wish to undertake a straightforward one-off transaction, seek our advice or invest a lump sum for the future via a managed portfolio, you can be assured of a personal service from one of our knowledgeable and experienced investment team.
Farley & Thompson has been a private client stockbroking firm since 1938 and we proudly remain one of the few fully independent corporate members of the London Stock Exchange.
Our Values
We aim to be a trusted partner dedicated to reliability, transparency and exceptional service.
Trusted
We put relationships at the heart of everything we do,
Reliable
We are available and accessible to our clients when they need us.
Understood
We are clear, straightforward and honest in our communications.
Service-led
We genuinely care about our clients and their hopes for the future.
Team-focused
Everyone who works with us is a vital part of the business.
Who Are We?
A proven team
Our commitment to building long term relationships with our clients is reflected in the dedication and stability of our partners and senior personnel, several of whom have been with the firm for many years. For those unfamiliar with the stockmarket any one of the team will be happy to help over the telephone or in the comfort and privacy of our office. We will describe what support Farley & Thompson can offer you from our range of services depending on your investment experience and requirements.
A Proud History
Located in the heart of Bournemouth on the South Coast we have clients across the UK and a few who now live overseas. The majority are private individuals and their families, some of who have been clients of the firm since the earliest days. We also advise those who are just starting out investing as well as established business owners and the retired. In addition, we act for charities, trusts and pension funds and are always happy to work in close relationship with third parties. Our professional clients include solicitors and accountants, many of whom trust us to act for them on their own clients’ behalf.
A Proven Team
Our commitment to building long term relationships with our clients is reflected in the dedication and stability of our partners and senior personnel, several of whom have been with the firm for many years. For those unfamiliar with the stockmarket any one of the team will be happy to help over the telephone or in the comfort and privacy of our office.
We will describe what support Farley & Thompson can offer you from our range of services depending on your investment experience and requirements.
A Prudent Approach
As an independent provider of discretionary and advisory services, we select and manage investments from a wide range of opportunities, applying a careful and consistent approach to our research process. We specialise in blue chip equities, fixed interest bonds and collective investment schemes and we can deal in all quoted companies and investment trusts listed on the main or secondary UK markets as well as unit trusts.
For exposure to global markets or thematic sectors, or for clients with a preference for pooled investments, we research a wide range of collective investment funds covering both active and passive strategies.
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
The Faces Behind Our Success
Meet the team who look after our client relationships, click on their profiles to learn more!
Colin read psychology at Aberdeen University. He trained as a chartered accountant, becoming a senior manager with PwC. During his early career, he enjoyed a secondment to manage a leprosy rehabilitation project for TEAR Fund in Kathmandu. Returning to the UK he applied his knowledge as a Finance Director at The Frizzell Group. In 1999, Colin joined Farley & Thompson, becoming the Managing Partner shortly afterwards. During the past 20 years, he has supported the traditional values Farley & Thompson has always espoused, while championing a programme of measured but continuing service improvement through innovative technology.
Colin is passionate about reducing social exclusion, and was for ten years Honorary Treasurer of Bournemouth Churches Housing Association (BCHA). He is married with a growing family, is involved with his local church, and hopes to do more travelling as opportunities afford.
Nicholas Chetwood
Managing Partner
Nick became Managing Partner of Farley & Thompson in 2022, having joined the firm in 2015 following a successful career in leadership roles across Lloyds Banking Group. He leads the firm with a clear purpose: to protect the values and standards that have made Farley & Thompson trusted for generations, while ensuring the firm continues to evolve to meet the current needs of clients.
Nick was appointed Partner in 2016 and is a Chartered Member of the Chartered Institute for Securities & Investment (CISI). He studied at King’s College London where he captained the 1st XV rugby team and was awarded Sportsman of the Year. Alongside his professional responsibilities Nick is passionate about supporting his local community. He serves as a Governor at Canford School and previously sat on the board of Bournemouth Churches Housing Association.
Originally from Lancashire, Nick now lives in Poole with his wife and their three children. Outside of work he enjoys supporting his children's sporting activities, taking on DIY projects and following Preston North End.
Caroline Mills
Partner
Caroline has been a Partner of the firm since 2013, providing leadership across investment management, compliance and operations. She began her career in Bristol, working for Tyndall Unit Trust Managers and Stock Beech Stockbrokers before moving to Dorset, where she spent more than a decade at Pritchard Stockbrokers and subsequently worked for Thesis Asset Management in Lymington.
A highly experienced investment manager, Caroline holds both Chartered Wealth Manager and Chartered Fellow status with the Chartered Institute for Securities & Investment (CISI), demonstrating her commitment to professional excellence and industry best practice. Clients benefit from her strong focus on high-quality research and her disciplined, knowledge-based approach to portfolio construction.
As the firm has grown Caroline has assumed increasing responsibility for compliance and regulatory oversight. Today, much of her time is dedicated to ensuring the firm maintains the highest standards of risk management, regulatory compliance and corporate governance. Clients continue to benefit from her extensive industry experience, prudent approach to risk and commitment to promoting a culture of integrity throughout the business.
Caroline lives in Poole and when away from her desk she enjoys watching most motor sports, either trackside or from the armchair. She also has an interest and appreciation of art deco design and glassware.
Skye Chalkly-Pereira
Partner
Skye joined Farley & Thompson in 2019 following eight years of training and experience with Smith & Williamson as a Chartered Accountant and Chartered Tax Advisor. She covered a breadth of corporate businesses within audit and worked with high-net-worth individuals and landed estates to help them manage their tax affairs. She became a partner in early 2020 having completed the Chartered Securities Institute Investment Advice Diploma and as well as advising clients, Skye has responsibility for the firm’s finance function and reporting.
Skye has a passion for supporting people as they navigate their financial journeys and is proud of the firm’s ethos to put clients first, with relationships being at the heart of everything. Away from the office, Skye lives in Poole with her husband and young family and is a committed member of Christ Church Westbourne. In her spare time, she enjoys skiing, live music, time at the beach and baking.
Matthew Walker
Partner
Matthew joined Farley & Thompson in 2021 bringing with him extensive experience across stockbroking, investment management and financial advice. He began his career with WH Ireland before moving on to become an Investment Manager for a large family office, later broadening his expertise within a financial advisory firm.
Appointed a Partner in 2022, Matthew leads the firm’s Investment Research Committee and Discretionary Management team. In addition to advising private clients and maintaining key relationships across the wider investment community, he is responsible for overseeing the firm’s investment strategy, playing a key role in the management and development of our Discretionary and Advisory Managed portfolios. He holds the Chartered Securities Institute Investment Advice Diploma and the CII Diploma in Financial Planning.
In his spare time, Matthew loves exploring the New Forest with his young family and enjoys most sports, particularly football and padel.
George Peach
Investment Manager
George started his career in financial service after leaving school, undertaking an accountancy apprenticeship in Dorchester before transitioning to work in investment management for a regional boutique. In 2023, George joined Farley & Thompson as an Investment Manager Assistant and, having completed the CISI Investment Advice Diploma, has progressed into an Investment Manager role working closely with the Partners. Primarily he helps run the firm’s discretionary management service alongside Matthew Walker and Caroline Mills, enabling the business to accommodate the growing number of clients who wish to benefit from professional portfolio management.
George is a key member of the Investment Committee where his technical and analytical skills play an important role in the research function and the development of our asset allocation and performance monitoring activities.
When not in the office, George enjoys spending time exploring the Dorset countryside. He has a keen interest in sports, particularly football and boxing, though his involvement is limited to watching rather than participating nowadays.
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
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.
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