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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

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


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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


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