COVID-19 update

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

  • 90+
  • 11
    Offices across
    the UK
  • 65+
  • £15.6bn
    Assets under

*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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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.

Watch video

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

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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