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Choosing the services you need

Helping you achieve clarity for life

Your financial goals are unique to you, your family and your ambitions. And there are many ways to plan for the future. We’re here to help you create the right way forward for you – whether it’s working with a financial adviser to guide your decisions, leaving your investment management in the hands of our experts or investing online yourself.

With Close Brothers Asset Management, you will have direct access to an investment manager as well as a financial adviser, who together will find the optimum path for your wealth, whatever the market conditions.

With financial and investment experts located in each of the offices across our growing UK network, we offer consistency of advice and a personal approach combined with a local-market perspective. Our award winning digital services ensure our clients stay in touch, and in charge of their finances at all times.

Confidence in the future

Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.