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Giving you confidence through clarity

Financial planning and investment service

Celebrating Pride

We are committed to building an LGBTQ+ inclusive environment. Find out how we're celebrating Pride 2021.

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.

COVID-19 update

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

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  • 110+
    Advisers
  • 11
    Offices across
    the UK
  • 80+
    Investment
    professionals
  • £12.6bn
    Assets under
    management*

*As at 31 July 2020

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 - Spring 2021

  • 22 Mar
  • Market update
  • 5 minutes

In this Investor Insight, Tony Whincup, Investment Specialist and Robert Alster, Chief Investment Officer look at the current state of the global economy, and the impact inflation could have on asset prices.

Watch video

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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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