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Former Chartwell or Allenbridge clients

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Former Chartwell

Former Allenbridge

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  • 0.25% Platform Fee

    On “clean” share classes of funds.
    For every month invested
    until 31 March 2015.

    Find out more

  • Financial planning service

    Take advantage of a free, no obligation
    consultation with a Close Brothers financial planner
    to discuss your pensions or tax planning.

    Call us on 08442 640 705

  • Fund research

    Understand how the fund research
    produced by our in-house team could better
    inform your investment decisions.

    See an overview of the research available

Self-Directed service

This do-it-yourself service allows you to take control and build an online investment portfolio to suit your personal objectives. Choose from a wide range of investment options and accounts, manage them all in the same place and use our expert research to help you make the right decisions.

Plus, invest now to take advantage of our reduced platform fee of just 0.25%pa for every month invested in "clean" (commission-free) share classes of funds until 31 March 2015. Standard platform fee for funds is 0.35%pa.

No advice will be provided by this service; all decisions are your own.

Why choose our
Self-Directed service?


Features and pricing

Transparent, easy to understand pricing, a wide range of investment options and the support of our in-house investment expertise.

Find out more

A wide choice of
investments and accounts


ISAs, SIPPs and more

Open an ISA for this year, contribute to a SIPP or simply invest in funds, UK equities, gilts, or fixed term deposits in an investment account.

See investment options

Investment insights
from our experts


Research and tools

Because we have an active in-house investment team, our Self-Directed service clients can access our institutional-quality research.

Learn more