COVID-19 update

Find out how we are continuing to minimise disruption to our employees and clients.

  • 90+
    Advisers
  • 11
    Offices across
    the UK
  • 65+
    Investment
    professionals
  • £15.6bn
    Assets under
    management*

*As at 31 July 2021

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

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Investor Insights - Summer 2022

  • 28 Jul
  • Investment Insights
  • 15 minutes

Our in-house experts share our views on the future of the economy and the themes that matter for investors.

Watch video

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

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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.