Call us on
01243 520000

About us

Neville James

Neville James Group has two main trading divisions, TEP market making and fund and portfolio management. The Group was formed in 1992 and is now one of the leading players in the Traded Endowment Policy (TEP) market.

The Group's TEP market making activities are carried out by Neville James Limited. Neville James Limited is a member of the Association of Policy Market Makers Limited, the main trade body representing specialist participants in the TEP market.

The Group's fund management division, which operates through Neville James Portfolio Management Limited and Neville James Fund Managers Limited, currently manages over £30m of funds under management, including three Isle of Man based collective investment schemes investing predominantly in traded endowment policies.

Neville James Limited and Neville James Portfolio Management Limited are both authorised and regulated by the Financial Services Authority and Neville James Fund Managers Limited is licenced by the Isle of Man Financial Supervision Commission to conduct investment business in the Isle of Man.

The Group is wholly owned by its senior management, who between them have over 30 years experience in the TEP market. They include amongst their number an actuary and a solicitor.

9 West Pallant
Chichester
West Sussex
PO19 1TB
Neville James Limited and Neville James Portfolio Management Limited are authorised and regulated by the Financial Services Authority. Neville James Limited is a member of the Association of Policy Market Makers Limited. Registered in England & Wales No 2705948 and No 4222507. Registered Office: 9 West Pallant, Chichester, West Sussex, PO19 1TB.