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Our systems
Close provide a range of online systems tailored to the needs of our private clients. Login to access yours, using the list opposite.
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Your dedicated adviser will work with you to identify your objectives, by analysing your current situation, existing and future goals.
Our discretionary wealth management service enhances, protects and manages private wealth in the UK and internationally. We deliver a wide range of services including discretionary portfolio management and pensions.
Our investment philosophy is to protect, manage and enhance your wealth. CWM creates tailored portfolios, all of which are managed on a customized basis with either relative or absolute return benchmarks..
Close Brothers Financial Planning Advice
Your dedicated adviser will work with you to identify your objectives, by analysing your current situation, existing and future goals.
Close Private Asset Management
Our discretionary wealth management service enhances, protects and manages private wealth in the UK and internationally. We deliver a wide range of services including discretionary portfolio management and pensions.
Close Brothers Wealth Management
Our investment philosophy is to protect, manage and enhance your wealth. CWM creates tailored portfolios, all of which are managed on a customized basis with either relative or absolute return benchmarks.
Building relationships
Your dedicated Adviser will work with you to identify your objectives, by analysing your current situation, existing and future goals.
By creating a Personal Client Plan, we can ensure your plan has the flexibility to adapt to changes in the future.
Your future
To achieve the wealth you want, you must first consider what your future goals are.
We are committed to finding solutions to suit your needs.
Our aim is to maintain, grow and protect your financial position to ensure a secure future.
Working on your behalf
We provide an integrated range of financial advice and investment services.
By applying our expertise, knowledge and insight, our advisers and investment teams continue to focus on delivering long term returns for you in changing market conditions.
Our solutions
There are a range of solutions we offer to suit different levels of personal wealth.
Our services include investments, retirement and pensions, annuities, mortgages, inheritance planning, protection, income and life insurance and tax planning.
