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Financial planning and investment service

Protect yourself against 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.

Planning for retirement

Advice on saving into a pension and planning for retirement.

Bespoke Investment Management Service

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

COVID-19 update

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

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  • 110+
    Advisers
  • 11
    Offices across
    the UK
  • 80+
    Investment
    professionals
  • £12.6bn
    Assets under
    management*

*As at 31 July 2020

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

Testing times

  • Weekly update
  • 5 minute read

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

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Weekly update

Deliver-ouch!

  • Weekly update
  • 5 minute read

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

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A guide to pension allowances

A guide to pension allowances

  • Financial planning
  • 5 minute read

In this guide, we look at the different pension allowances that exist, and highlight a few strategies that could help you manage your pension allowances more effectively.

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Financial planning in your 40s

Financial planning in your 40s

  • Financial planning
  • 5 minute read

While financial planning is important at any age, it’s particularly important in your 40s. Here we look at a number of smart financial planning strategies to consider in your 40s.

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How does pension drawdown work?

How does pension drawdown work?

  • Retirement Planning
  • 4 minute read

In this article, we look at how pension drawdown works and highlight the advantages and disadvantages of this pension decumulation strategy.

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How to reduce your Capital Gains Tax bill

How to reduce your Capital Gains Tax bill

  • Financial planning
  • 5 minute read

In this article, we look at the basics of Capital Gains Tax (CGT) and highlight a number of strategies that could help you lower your future CGT liabilities.

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Inheritance Tax planning

Inheritance Tax planning

  • Financial planning
  • 5 minute read

In this introductory article, we take a look at the basics of Inheritance Tax and briefly highlight a number of ways you can reduce your IHT bill.

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Investing for children: How to get started

Investing for children: How to get started

  • Financial planning
  • 3 minute read

Higher education, getting married and buying a home have become significantly more expensive for young people than they once were. In this article we look at how you can start investing for your children.

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Lifetime Allowance planning

  • Financial planning
  • 6 minute read

The Lifetime Allowance (LTA) is the total amount of money you can build up in your pension accounts without paying extra tax charges. If you go over the LTA, you will pay a tax charge on the excess whenever you take income or withdraw a lump sum from your pension, or reach the age of 75 without having taken any benefits.

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Investor Insight - Spring 2021

  • 22 Mar
  • Market update
  • 5 minutes

In this Investor Insight, Tony Whincup, Investment Specialist and Robert Alster, Chief Investment Officer look at the current state of the global economy, and the impact inflation could have on asset prices.

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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.