James Sharp's investing approach and ethos

James Sharp is an established and experienced firm of stockbrokers and investment managers selecting funds and direct equities. Our aim is to help clients achieve their financial goals and respect each person's unique needs and values.

We have been helping clients with their investments for over 130 years.

We strive to remove the burden of managing financial detail so people can get on with their lives and live out their unique purpose.

We focus on being a force for common sense, adhering to proven investment strategies that work over the long term.

Our approach

We support our clients in the face of uncertainty that all too often accompanies investing in financial markets. Our investment strategies are based on in-depth analytical research of companies and global trends.

Our team of investment advisors, analysts and dealers work alongside specialists in compliance, banking and data. We focus on meeting our clients’ long term financial goals rather than reacting to the daily fluctuating nature of the markets.

Investment opportunities are thoroughly investigated by building up a sound knowledge of businesses, competitors and sectors that offer sustainable growth, income or both.

We actively assess the outcomes of Annual General Meetings and undertake analysis to develop a qualitative understanding of companies.

Our approach image

We base our recommendations on companies that can demonstrate:

Organic growth rather than acquisition led growth icon

Organic growth rather than acquisition led growth

Stability through one or more business cycles icon

Stability through one or more business cycles

Consistent trend of generating cash rather than just profit icon

Consistent trend of generating cash rather than just profit

Clear commitment and track record of paying dividends icon

Clear commitment and track record of paying dividends

Strong management team who have their own monetary investments within the company icon

Strong management team who have their own monetary investments within the company

Market value supported by tangible assets, such as property backing or cash in the bank icon

Market value supported by tangible assets, such as property backing or cash in the bank

Why Choose James Sharp?

Building wealth through shared values

Building wealth through shared values

Proven understanding of the markets

Proven understanding of the markets

Safe and trusted

Safe and trusted

Tools to give you control

Tools to give you control

Supporting Local Communities

James Sharp is an active member of the local community supporting a wide variety of organisations.

Members of staff have walked and cycled across the North West to raise money for charities such as Children with Cancer UK, Macmillan and Parkinson’s UK.

We have conquered Yorkshire’s Three Peaks, The Fred Whitton Challenge in the Lake District and Three Towers Challenge across the West Pennine Moors.

We also actively support local schools, sports clubs and arts organisations.

Supporting Local Communities

Our History

James Sharp & Co is extremely proud of its rich northern heritage and home town of Bury.

Today we help clients throughout the UK and are one of the last stockbroking partnerships to be members of the London Stock Exchange.

The firm was started in 1885 by banker, James Sharp, to meet the needs of an increasingly affluent society following the industrial revolution.

James Sharp retired in 1935 and a succession of new people have followed in his footsteps including partners, advisors, analysts and support staff.

Our History

Talk to an investment expert to discuss your finances 0161 764 4043

Contact Us