JAMES BREARLEY & SONS LIMITED
Company number 03705135 · Monitor this company
Executive summary
James Brearley & Sons is a well-capitalised but sub-scale regional wealth manager that faces structural headwinds common to mid-tier players in an increasingly bifurcated industry. While its 25.5% profit margin and £12.8m net asset position demonstrate underlying business quality and financial resilience, the 30% decline in pre-tax profit and 9% contraction in combined assets under management/administration reveal vulnerability to both market conditions and client concentration risk. The firm's strategic challenge is clear: it must either find a path to scale – organically or through acquisition – to compete effectively against larger operators benefiting from regulatory cost amortisation and technology investment leverage, or it must double down on its niche positioning in outsourced administration and regional private client services, where relationship strength can offset scale disadvantages.
Shareholders' funds
£12,298,960
Balance sheet as at 2024-04-30
Overview
- Company type
- Private Limited Company
- Incorporated
- 1999-02-01
- Employees
- 66 (2024 accounts)
- Registered office
- Walpole House Unit 2, Burton Road, Blackpool, Lancashire, FY4 4NW
- Postcode
- FY4 4NW
- Capital
- 16 GBP
- Accounts category
- Full
- Charges
- 2 outstanding
Accounts
- Last made up to
- 2025-04-30
- Next due by
- 2027-01-31
- Financial year end
- 30 April
Confirmation statement
- Last statement dated
- 2026-06-29
- Next due by
- 2027-07-13
Nature of business (SIC)
- 66120 Security and commodity contracts dealing activities
Officers 6 current · 14 resigned
Group structure 5 subsidiaries
-
JAMES BREARLEY ISA NOMINEES LIMITED Dissolved
-
JAMES BREARLEY OPTION NOMINEES LIMITED Dissolved
-
JAMES BREARLEY P.E.P. NOMINEES LIMITED Dissolved
From persons-with-significant-control filings on the public register.
Licensed visa sponsor
Licensed by the Home Office to sponsor worker visas: Skilled Worker (Worker (A rating)).
Matched by registered name to the register of licensed sponsors (Home Office, updated daily) — check the register itself before relying on it. Contains public sector information licensed under the Open Government Licence v3.0.
Previous company names
| Name | Date changed |
|---|---|
| ROGER BREARLEY INVESTMENTS LIMITED | 1999-03-16 |
Previous registered addresses 4
| Address | Changed on |
|---|---|
| /60 CAUNCE STREET, BLACKPOOL, LANCASHIRE FY1 3DQ | 2004-10-05 |
| 55/60 CAUNCE STREET, BLACKPOOL, LANCASHIRE FY1 3DQ | 2004-10-05 |
| C/O BDO STOY HAYWARD, 263 CHURCH STREET, BLACKPOOL, FY1 3PB | 1999-05-07 |
| O BDO STOY HAYWARD, 263 CHURCH STREET, BLACKPOOL, FY1 3PB | 1999-05-07 |
Among its peers
Top 5%
by shareholders' funds, of 53 similar companies in FY — measured against the wider sector
The largest employer among its local peers (66 staff).
Among the oldest 25% of its local peers, trading since 1999.
The class of 1999
42%
of the 64,736 companies incorporated in 1999 are still active today; 55% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 4 titles
- Freehold
- 1
- Leasehold
- 3
- Most recent registration
- 2010-03-17
- Price paid, where recorded
- £115,000
- Where
- Blackpool (2), Lancashire (1), Westmorland And Furness (1)
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| LAN100389 | Lancashire | Leasehold | 2010-03-17 | — |
| LAN74050 | Blackpool | Leasehold | 2008-08-12 | — |
| LA970508 | Blackpool | Leasehold | 2004-11-08 | — |
| CU158975 | Westmorland And Furness | Freehold | 2000-08-17 | £115,000 |
For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).
Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.