Client Area

Our Services

Discretionary portfolio management

Farley & Thompson’s Discretionary Portfolio Management is a personalised service that enables our investment specialists to manage your portfolio on your behalf. It is suitable for a wide range of investors, from individuals and trusts to charity and pension accounts.
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Advisory Portfolio Management

Farley & Thompson’s Advisory Portfolio Management service is designed for investors who want to be actively involved in the decisions that underpin their investments. It is suitable for individual clients, as well as corporate and pension investors.
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Custody Plus

Farley & Thompson’s Custody Plus is an execution only trading service for investors who have a clear understanding and knowledge of the stock market and the actions they wish to take on their investments.
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Investing For Retirement

The retirement market has changed significantly in recent years. The number of businesses providing final salary pensions has steadily declined even as the state pension age has been gradually rising.
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AIM IHT Portfolio Service

Farley & Thompson’s AIM Portfolio service is designed to shelter part of your estate from Inheritance Tax (IHT), so you can leave more of your hard-earned money to your loved ones.
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Client Estate & Probate Service

Losing a loved one is an incredibly difficult experience. But when you have to take on the role of executor the situation often feels overwhelming. That’s where Farley & Thompson’s Estate & Probate service comes in. 
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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.