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Financial planning and investment service

Access The Sunday Times’ Sustainable Investing report

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

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.

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Steps to protect yourself from fraudsters and financial scams

COVID-19 update

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

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  • 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.

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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

UBS acquires Credit Suisse

  • Market update
  • 2 minute read

In this insight, we take a look at why UBS is buying Credit Suisse and what provisions the Swiss authorities have put in place to cover any problems UBS might encounter during the purchase.

Read the article

Banking crisis

  • Market update
  • 3 minute read

In this insight, we take a look at the bailing out of Credit Suisse. We explore what happened and discuss if it was in any way related to the recent collapse of the US banks.

Download the document

Spring Statement: Key economic takeaways

  • Market update
  • 3 minute read

Explore the key economic takeaways from the Spring Statement to understand what they may mean for markets and investors.

Read the article
Spring Statement 2023 - Video

Spring Statement 2023

  • Investment Insights
  • 5 minute watch

Our Chief Investment Officer, Robert Alster, and Head of Investment Specialists, Tony Whincup, explore key outcomes from the Spring Statement and what these may mean for markets and investors.

Watch the video
Weekly update

Silicon slip

  • Weekly update
  • 5 minute read

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

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Weekly update

A Windsor win?

  • Weekly update
  • 5 minute read

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

Read the article
February 2023 - Podcast

February 2023 - Podcast

  • Podcast
  • 15 minute watch

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

Watch the video
Mind the gap

Minding the gap

  • Financial planning
  • 3 minute read

Closing the gender gap involves many factors, including tackling the fundamental and widespread gender gap when it comes to financial health, smaller average pension pots, lower amounts of savings, and decreased financial confidence. Here's what women can do to help themselves, as well as what you can do to support the women in your life.

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Weekly update

A grim anniversary

  • Weekly update
  • 5 minute read

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

Read the article

February 2023 - Podcast

  • 02 Mar
  • Podcast
  • 15 minutes

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

Listen to podcast

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.