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Financial Planning Advice

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We can help you secure your financial future and achieve your lifetime goals.

 

Bespoke Investment Management

A truly tailored service

 

Providing you with an investment strategy through discretionary portfolios run by dedicated investment professionals.

 

Self Directed Service

 

Invest online

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Manage your own investments, all in one place, with guidance and insights from Close Brothers’ expert investment research team. 

 

Trends in Wealth

Heir today gone tomorrow

 

Affluent Britons could face unexpected tax bills on their estate because they have no awareness of the inheritance tax threshold. The latest Trends in Wealth Report shows that just 47% of those liable for inheritance tax on their personal assets know the correct threshold. #IHT

 

Close Brothers Asset Management

 
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