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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

Boosted

  • Weekly update
  • 5 minute read

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

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Weekly update

Omicr-on the mend?

  • Weekly update
  • 5 minute read

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

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Applying for a mortgage while self-employed

Applying for a mortgage while self-employed

  • Financial planning
  • 4 minute read

Gone are the days of “self-certification” mortgages for the self-employed. Modern mortgage applications now contain added layers of challenges.

Read the article
Five key questions for 2022

Five key questions for 2022

  • Weekly update
  • 5 minute read

A number of competing forces will act on global growth in 2022. Given its profound impact on the economy over the last two years, the path of the pandemic remains pivotal. We consider five key questions that will impact financial markets.

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Weekly update

Mistletoe and monetary tightening

  • Weekly update
  • 5 minute read

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

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Weekly update

Time for Plan B

  • Weekly update
  • 5 minute read

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

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Weekly update

Omicron-undrum

  • Weekly update
  • 5 minute read

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

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10 ways to reduce your Capital Gains Tax bill

  • Financial planning
  • 6 minute read

Capital Gains Tax applies when you sell or dispose of a range of assets, and while it is unavoidable, there are ways that it can be reduced to help you to save your capital.

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What is Capital Gains Tax?

  • Financial planning
  • 4 minute read

Find out about how this tax applies to the gains you make when you dispose of your assets, by selling, swapping, or giving them away, and which specific assets are affected by Capital Gains Tax.

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Economy and markets: Navigating the future

  • 08 Nov
  • Investment Insight
  • 56 minutes

Catch up on our latest client conference, hosted by Tanya Beckett, BBC News presenter. 

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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.

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