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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.
Helping you to secure your financial goals
Effective financial planning can be key to amassing wealth and it has helped many of the UK’s wealthiest individuals build their fortunes.
However, the need to take control of your current and future finances applies whatever level of investment you have.
All investments carry varying degrees of risk. The value of any investment, or the income from it, can go up and down and you can get back less than invested.
By talking to us, you will have access to a range of financial solutions delivered by highly experienced and qualified professionals who can assist you in a number of ways.
Investment planning
Our investment team have extensive experience, enabling us to aim to help you protect and grow your investments.
Through effective, flexible planning and innovative ways of working, we can ensure that we can react to any changes in your circumstance or needs and adapt to changing market conditions.
Tax planning
By providing tax efficient solutions, we can help minimise your tax obligations to adapt to any changing circumstances.
Our highly experienced advisers will work with you to find the answers you seek to help mitigate against your tax exposure.
Your tax treatment will depend on your own circumstances and is subject to change which could reduce any benefits gained in the future.
Pensions and retirement planning
We can help you successfully plan for retirement to achieve your required level of income.
Effective retirement planning can prove invaluable. Our experienced advisers will work with you to secure your financial independence without compromising on your lifestyle goals.
Mortgages
By understanding your needs, we can provide mortgage solutions relevant to your own individual circumstances whether that’s for a purchase, remortgage or an additional home.
Mortgage advice is provided by Cavanagh Financial Management Limited, a wholly owned subsidiary of Close Asset Management Holdings Limited and part of Close Brothers Asset Management
Legacy and inheritance tax planning
Our approach to estate planning and inheritance tax is at the outset focused to help you maintain control whilst planning to transfer your wealth, tax efficiently.
Again, any tax benefits will be individual to you and could change
