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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.

Protect yourself from fraud

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
  • 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.

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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

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Weekly update

Pound land

  • Weekly update
  • 5 minute read

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

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Weekly update

The Fed factor

  • Weekly update
  • 5 minute read

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

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The 2022 growth plan

The 2022 growth plan – Assessing the implications

  • Market update
  • 3 minute read

The UK’s new Chancellor Kwasi Kwarteng has unveiled a new growth plan, designed to mitigate high energy prices and boost growth. We review the measures and the likely implications for the economy.

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Weekly update

Trickledown Truss

  • Weekly update
  • 5 minute read

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

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Weekly update

Weekly update

  • Weekly update
  • 5 minute read

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

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Weekly update

Darkest before the dawn?

  • Weekly update
  • 5 minute read

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

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Liz Truss’ to-do list

The economic in-tray: Prime Minister Liz Truss’ to-do list

  • Market update
  • 5 minute read

The announcement that Prime Minister Boris Johnson would be stepping down as leader of the Conservative Party and as Prime Minister has precipitated a period of stasis at a moment of significant economic strain for the UK economy.

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Weekly update

Jackson Hole-y Moley

  • Weekly market update
  • 5 minute read

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

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Gardening tips to benefit people and planet

  • Financial planning
  • 2 minute read

Outdoor living and gardens are increasingly important in our lives. Making small changes to gardening has many benefits for people and the planet and can make all the difference. Here are our five top tips.

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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.

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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.