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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.

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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Investor Insight - Summer 2022

28 Jun 2022
Investment Insight
7 minute read

We cover the outlook for growth in the world’s two largest economies, the renewed focus on energy availability and prices in Europe, and the metaverse as a key investment theme for businesses as well as investors.

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Fed Up

22 Jun 2022
Weekly update
5 minute read

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

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The charge of the hike brigade?

15 Jun 2022
Weekly update
5 minute read

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

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Treasury to the rescue

08 Jun 2022
Weekly update
5 minute read

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

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How to be an all-year-round ally

01 Jun 2022
Lifestyle
2 minute read

Here are a few of our top tips on being an LGBTQ+ ally and improving your allyship in the workplace.

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Inclusivity and acceptance - what Pride means to me

01 Jun 2022
Lifestyle
2 minute read

Martyn Atkinson, Chief Operating Officer and Board member for Close Brothers Group, shares his feelings on inclusivity, acceptance, and what Pride means to him.

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A day in the life of a dancer

31 May 2022
Lifestyle
1 minute read

Supporting the Performing Arts through sponsorship plays an important role in building our brand profile and supporting our clients' passions, which is why we have partnered with the UK’s leading narrative ballet company, the Northern Ballet.

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Spring Conference 2022 - Finding hope in a volatile world

30 May 2022
Investment Insight
48 minute watch

Catch up on the latest client conference, Economy and markets: Finding hope in a volatile world, 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.

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9% is high – is 10% nigh?

24 May 2022
Weekly update
5 minute read

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

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Spring Conference 2022

30 May
Investment Insight
48 minutes

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

Watch video

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