Giving you confidence through clarity

Financial planning and investment service

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

Access The Sunday Times’ Sustainable Investing report

Explore the latest sustainable investing trends in this special report from Raconteur in The Sunday Times.

90+
Advisers
15
Offices across
the UK
70
Investment
professionals
£15.3bn
Assets under
management*

*As at 31 July 2022

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

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Save the last hike for me

19 Sep 2023
Weekly update
5 minute read

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

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Mortgage review

14 Sep 2023
Lifestyle
5 minute read

When the Monetary Policy Committee (MPC) met in June, they agreed to raise the Bank of England (BoE) base rate from 4.50% to 5.0%. This represented the thirteenth consecutive increase, bringing it from the historic low of 0.1%.

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