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110+
Advisers
11
Offices across
the UK
80+
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

View all news and insights

Omi-nous

30 Nov 2021
Weekly update
5 minute read

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

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Could I gift my children their inheritance early?

26 Nov 2021
Financial planning
4 minute read

If you’re thinking of gifting your dependants or members of your family an early inheritance, there is some further planning required to ensure your wealth is fairly passed on to your giftees.

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Ho, ho, hike?

24 Nov 2021
Weekly update
5 minute read

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

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CPI surprise

16 Nov 2021
Weekly update
5 minute read

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

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Fixed or variable mortgage – which is right for me?

12 Nov 2021
Financial planning
4 minute read

Borrowers face a difficult choice when arranging mortgage finance - is it better to take a shorter-term flexible rate with a lower monthly cost, or to pay more for the peace of mind associated with a longer-term fixed rate?

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Ready, steady, wait

09 Nov 2021
Market update
5 minute read

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

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Autumn Conference 2021 - Navigating the future

08 Nov 2021
Investment Insight
56 minute watch

Catch up on the latest client conference, Economy and markets: Navigating the future, hosted by Tanya Beckett, BBC News presenter. Our in-house experts share our views on the future of the economy and the themes that matter for investors.

Watch the video

Do I need a financial adviser for pension advice?

04 Nov 2021
Financial planning
5 minute read

We all hope that our retirement will be spent doing the things that we’ve always wanted to do. However in retirement, your income will be dependent on the careful financial planning that you have put in place throughout your working life.

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Tax tricks and public spending treats

02 Nov 2021
Weekly market update
5 minute read

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

Read the article

Economy and markets: Navigating the future

08 Nov
Investment Insight
56 minutes

Catch up on our latest client conference, hosted by Tanya Beckett, BBC News presenter.

Watch video

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