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    May 17, 2020
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Member of the London Stock Exchange Head Otfie James Brearley PO Box 14, Walpale House iryrearey.co Unit 2. Burton Road Blackpel F WY Authorised & Regulated by ESTABLISHED 1919 Investment Managers & Stockbrokers the Finanacial Conduct Authority 1919-2019 CELEBRATING A Established 1919 CENTURY OF EXPERIENCE Is your Pension working hard enough for you? James Brearley Investment Management Service Whether your investment capital is held in a General Investment Account (GIA), Important Questions for all Personal Pension Investors:- Individual Savings Account (ISA) or Self Invested Personal Pension (SIPP), we would be delighted to manage this on your behalf. We are prepared to manage client 1. Do you know what your pension is worth today?? All James Brearley clients have access to our state of the art, web portal providing a live valuation of their portfolio. portfolios from £50,000 upwards, which may be split across a GIA and ISA. 2. Do you know how it has performed over the past year, 3 years, 5 years?? The Following discussions with a leading SIPP provider, for the first time in our history, "Performance" facility within the portal allows clients to compare the returns achieved by their portfolo against a benchmark, whilst we provide a quarterly valuation report to include a performance statement. we are able to cover a client's annual SIPP administration charge, where applicable, as part of our annual management fee (see conditions below). 3. Do you know what the risk profile of the portfolio is?? We provide clients with a All-In Annual Management Fee: 1.15% plus VAT We pay your annual SIPP administration fee quarterly valuation of their portfolio to include a risk pie chart. 4. Do you know how it has performed against other investment managers/funds?? The "research" facility within our web portal provides the ability to view the performance of over 3,000 different funds. *Our"All-n"charge means that there are no additional transaction charges, the only other charge being for the processing of distributions (12.50 each) 5. Is your pension in a pot with everyone else or specific to your investment circumstances and objectives?? Each of the component parts of each of our core ** To qualify for this benefit a client's SIPP must be administered by Hartley's further details of which investment strategies is visible at all times, being driven by an agreed investment can be found at https:/hartleypensions.com/hartley-sipp for james-brearley manadate appropriate for each client. 6. Do you know what charges you are paying and to whom?? Clients are provided with a detailed annual cost & charges statement where we break down the costs and show what impact this has had on performance. Following a suitability assessment undertaken by one of our highly qualified and experienced Account Executives, we will agree one of our core investment strategies with you. Further details of these along with a note of their performance and returns generated are available from the Investment Management section of our website. For further details please contact enquiryejbrearley.co.uk or visit our website www.jbrearley.co.uk or speak to Andrew Holt on 01772 318760 James Brearley Investment Managers & Stockbrokers, Established in 1919, helping investors throughout the North West to both plan and enjoy their retirement. Authorised & Regulated by the Financial Conduct Authority. Member of the London Stock Exchange. Investing in stock market-based investments may not be right for all investors. You should consider carefully and/or seek professional guidance before investing James Brearley and Sons Limited is authorised and regulated by the Financial Conduct Authority (FCA). FCA Reference Number 189219. Member of the London Stock Exchange Head Otfie James Brearley PO Box 14, Walpale House iryrearey.co Unit 2. Burton Road Blackpel F WY Authorised & Regulated by ESTABLISHED 1919 Investment Managers & Stockbrokers the Finanacial Conduct Authority 1919-2019 CELEBRATING A Established 1919 CENTURY OF EXPERIENCE Is your Pension working hard enough for you? James Brearley Investment Management Service Whether your investment capital is held in a General Investment Account (GIA), Important Questions for all Personal Pension Investors:- Individual Savings Account (ISA) or Self Invested Personal Pension (SIPP), we would be delighted to manage this on your behalf. We are prepared to manage client 1. Do you know what your pension is worth today?? All James Brearley clients have access to our state of the art, web portal providing a live valuation of their portfolio. portfolios from £50,000 upwards, which may be split across a GIA and ISA. 2. Do you know how it has performed over the past year, 3 years, 5 years?? The Following discussions with a leading SIPP provider, for the first time in our history, "Performance" facility within the portal allows clients to compare the returns achieved by their portfolo against a benchmark, whilst we provide a quarterly valuation report to include a performance statement. we are able to cover a client's annual SIPP administration charge, where applicable, as part of our annual management fee (see conditions below). 3. Do you know what the risk profile of the portfolio is?? We provide clients with a All-In Annual Management Fee: 1.15% plus VAT We pay your annual SIPP administration fee quarterly valuation of their portfolio to include a risk pie chart. 4. Do you know how it has performed against other investment managers/funds?? The "research" facility within our web portal provides the ability to view the performance of over 3,000 different funds. *Our"All-n"charge means that there are no additional transaction charges, the only other charge being for the processing of distributions (12.50 each) 5. Is your pension in a pot with everyone else or specific to your investment circumstances and objectives?? Each of the component parts of each of our core ** To qualify for this benefit a client's SIPP must be administered by Hartley's further details of which investment strategies is visible at all times, being driven by an agreed investment can be found at https:/hartleypensions.com/hartley-sipp for james-brearley manadate appropriate for each client. 6. Do you know what charges you are paying and to whom?? Clients are provided with a detailed annual cost & charges statement where we break down the costs and show what impact this has had on performance. Following a suitability assessment undertaken by one of our highly qualified and experienced Account Executives, we will agree one of our core investment strategies with you. Further details of these along with a note of their performance and returns generated are available from the Investment Management section of our website. For further details please contact enquiryejbrearley.co.uk or visit our website www.jbrearley.co.uk or speak to Andrew Holt on 01772 318760 James Brearley Investment Managers & Stockbrokers, Established in 1919, helping investors throughout the North West to both plan and enjoy their retirement. Authorised & Regulated by the Financial Conduct Authority. Member of the London Stock Exchange. Investing in stock market-based investments may not be right for all investors. You should consider carefully and/or seek professional guidance before investing James Brearley and Sons Limited is authorised and regulated by the Financial Conduct Authority (FCA). FCA Reference Number 189219.