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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

View all news and insights

China’s Covid-19 crisis?

28 Nov 2022
Weekly update
5 minute read

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

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Investor Insights - Autumn 2022

23 Nov 2022
Investment Insights
12 minute read

Despite challenging times for markets and the economy, opportunities still exist. With the UK’s fiscal policy easing, we look at the outlook for the economy and focus on sectors such as healthcare to explore exciting developments and the innovative technologies born out of Covid-19.

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Bare Hunt

21 Nov 2022
Weekly update
5 minute read

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

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Autumn Budget 2022: A balanced budget

18 Nov 2022
Market update
3 minute read

This was a balanced budget. It broadly satisfied both financial markets and economists. The market was satisfied by the overall tightening in fiscal policy and economists were satisfied by relaxing economic policy.

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Fair COP

14 Nov 2022
Weekly update
5 minute read

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

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Our new full–service office opening in Birmingham

10 Nov 2022
Financial planning
1 minute read

We are delighted to announce the upcoming opening in early December of our new office in Birmingham. This is a full-service office offering both Advice and Bespoke Investment Management services across the Midlands.

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Raising into recession?

08 Nov 2022
Weekly update
5 minute read

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

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Autumn Conference 2022

03 Nov 2022
Investment Insights
46 minute watch

Catch up on the latest client conference, Economy and markets: New era. New opportunities, 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

Budget bumped

01 Nov 2022
Weekly market update
5 minute read

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

Read the article

Autumn Conference 2022

03 Nov
Investment Insights
46 minutes

Our in-house experts share our views on the future of the economy and the themes that matter for investors.

Watch video

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

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