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Giving you confidence through clarity

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

Past the peak?

  • Weekly update
  • 5 minute read

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

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Weekly update

More, more? Not so sure.

  • Weekly update
  • 5 minute read

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

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Weekly update

Spring slump

  • Weekly update
  • 5 minute read

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

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Weekly update

Return of Le Mac

  • Weekly update
  • 5 minute read

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

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Proud Sponsors of the Bristol Life Awards

  • Lifestyle
  • 1 minute read

We are pleased to announce our sponsorship of the ‘Technology & Innovation’ category at the Bristol Life Awards 2022 - the business highlight of Bristol, with a great number of local entrepreneurs and companies nominated and involved.

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Weekly update

Nuclear nation

  • Weekly update
  • 5 minute read

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

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Weekly update

Shanghai swoon

  • Weekly market update
  • 5 minute read

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

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Weekly update

The Taxman

  • Weekly update
  • 5 minute read

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

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The 2021/22 tax year end is approaching: Are you ready?

The 2021/22 tax year end is approaching: Are you ready?

  • Financial planning
  • 3 minute read

With the tax year end for 2021/22 around the corner on April 5, now is a great time to review your finances to take advantage of the allowances available.

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Investor Insight - Winter 2022

  • 21 Feb
  • Investment Insight
  • 15 minutes

Our research team looks at how policy makers are reacting to the challenges of rising inflation.

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For more information or to arrange a consultation please get in touch.

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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.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

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