Professional Partners

We are happy to work alongside professional advisers such as solicitors and accountants

Farley & Thompson has a highly-experienced in-house probate team, ready to leverage years of experience to provide solutions for you and your client. We are also one of the few remaining firms capable of dealing with physical share certificates.

How does it work?

Farley & Thompson has been working in partnership with local and regional solicitors, accountants and financial advisers for a number of years. As a firm with a wide-ranging customer base of our own, we understand how important your client relationship is to you. Our foremost goal is to provide you with the help and resources you need to nurture that relationship.
We know that the administration of estates containing shareholdings can be a time-consuming process. Our Estate & Probate service provides you with an experienced in-house team with extensive resources — a “one-stop shop” to reduce your workload and support your client with validation, valuation, administration and dealing in shares left as part of an estate.

What does the service include?

Probate valuations
Communicating with registrars
Share certificates or electronic holdings
Unclaimed dividends and corporate events
Estate sales
In specie distributions
A free initial consultation for beneficiaries
A clear and competitive charging structure
We operate a straightforward and competitively priced in-house service, fully compliant with HMRC regulations. If required, we are happy to attend meetings at your office, or your client’s home, in order to help with the administration process. Alternatively, we can provide you with meeting rooms here at our office.

What other services do we provide?

As well as helping you to wind up the estate, Farley & Thompson operates a range of advisory and discretionary investment services. We are happy to offer a free initial consultation to the trustees or beneficiaries, with a view to providing investment advice or portfolio management over the longer term.
At every stage, we will provide you and your client with professional guidance and a timely service.

For more information please contact us

Pine Grange, Bath Road,
Bournemouth, BH1 2NU
Call Us On
01202 295000
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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