Giving you confidence through clarity

Financial planning and investment service

Financial planning

Work with an adviser to pinpoint what matters, and guide the decisions to help you achieve your goals.

Bespoke Investment Management Service

Our experts will manage your investments in line with your goals.

Protect yourself from fraud

Steps to protect yourself from fraudsters and financial scams

Access The Sunday Times’ Sustainable Investing report

Explore the latest sustainable investing trends in this special report from Raconteur in The Sunday Times.

90+
Advisers
15
Offices across
the UK
70
Investment
professionals
£15.3bn
Assets under
management*

*As at 31 July 2022

Helping people with their financial goals at all stages of life

An established provider of financial advice and investment management services, we are a part of the Close Brothers Group plc, a FTSE 250 leading UK merchant banking group. In the complex world of money and investing, we provide clarity and clear direction.

About us About us

In the 10+ years we have been clients, we have received nothing but excellent service from the company and our advisers.

Financial advice client Client satisfaction survey 2019

News and insights

View all news and insights

Mixed messages

06 Jun 2023
Weekly market update
5 minute read

Here's the latest weekly update from our investment team.

Read the article

Stronger for longer?

31 May 2023
Weekly update
5 minute read

Here's the latest weekly update from our investment team.

Read the article

Investor Insights, Spring 2023

24 May 2023
Investment Insights
15 minute read

Against the challenging economic backdrop of 2023 so far, we explore the movement in bond yields, the US banking crisis, the rise of ChatGPT and why the re-opening of China and the fall in energy prices are contributing to a brighter outlook.

Read the article

May 2023 - Podcast

24 May 2023
Podcast
12 minute watch

Our in-house experts share our views on the current market conditions facing investors.

Watch the video

That debt ceiling feeling

23 May 2023
Weekly update
5 minute read

Here's the latest weekly update from our investment team.

Read the article

Reasons to be cheerful

16 May 2023
Weekly update
5 minute read

Here's the latest weekly update from our investment team.

Read the article

Spring Conference 2023

10 May 2023
Investment Insights
65 minute watch

Catch up on the latest client conference, Economy and Markets: Staying the Course, hosted by Tanya Beckett, BBC News presenter. Our in-house experts share our views on the future of the economy and the themes that matter for investors.

Watch the video

Another week, yet another bank?

10 May 2023
Weekly update
5 minute read

Here's the latest weekly update from our investment team.

Read the article

More of the same from the BoJ?

03 May 2023
Weekly update
5 minute read

Here's the latest weekly update from our investment team.

Read the article

Spring Conference 2023

10 May
Investment Insights
65 minutes

Catch up on our client conference to hear about the future of the economy and themes that matter for investors.

Watch conference

For more information or to arrange a consultation please get in touch.

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Investment services