- About us
- What we do
- Adviser resources
- Plain English
We are an independent plan manager, responsible for designing, arranging and promoting our structured product plans.
We work with James Brearley & Sons Limited, who provide plan administration and custody services for our products.
James Brearley (the trading name of James Brearley & Sons Limited) is an investment manager and stockbroking firm, which is authorised and regulated by the Financial Conduct Authority (FCA). It is an HM Revenue and Customs authorised ISA Manager and a member of both the London Stock Exchange (LSE) and the Personal Investment Management & Financial Advice Association (PIMFA).
Founded in 1919, James Brearley has been providing share dealing and investment management services to both private and intermediary clients for almost 100 years. The company has been a custodian of investor assets since 1986, when Personal Equity Plans (PEPs) were introduced, with its services now including Individual Savings Accounts (ISAs), general investment accounts, pension vehicles (SIPP & SSAS), trust arrangements and offshore insurance bonds. In 2000, the it became one of the first UK stockbroking companies to provide investors with an online valuation service, including, amongst other things, a cash statement and transaction history.
The company now provides a range of services to financial services / wealth management / asset management businesses. Total assets under management, advice and / or administration exceed £2.1 billion (as at 31st May 2019).
We work closely with James Brearley, as our appointed plan administrator and custodian, with further administrative support and service provided by the client service team of TIME Investments, to ensure high quality and flexible administration service for professional advisers and their clients.