- Private investors |
- Employers and Services for IFAs |
- Login
-
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.
>
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 to last
Providing lifetime financial planning requires long standing relationships. This is part of our core philosophy; trusted relationships delivered by experts who can help you manage, protect and grow your wealth.
This personalised approach has earned us a reputation as a company which we believe sets us apart and allows us to focus on delivering a personal service and tailored solutions.
Our team
Delivering the best financial advice requires the best people in the industry.
We believe our highly skilled professional and experienced team of advisers deliver the best financial advice to look after your needs. They are backed by an extensive support team incorporating specialist areas including research, investments, tax planning, regulatory and technical support.
Consistent and reliable support
Our client experience lies at the heart of our business.
We are large enough to provide comfort and reassurance to clients that we can serve their needs over the long term with genuine expertise, yet small enough to provide a truly personal service and value to each client.
Keeping you informed
We agree our approach to communication with you to keep you fully informed.
Contact us on 08442 640 705 to see how we can help you manage and protect your wealth.
