• 90+
  • 15
    Offices across
    the UK
  • 70
  • £15.3bn
    Assets under

*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

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.


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.