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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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Laying the foundations for financial wellbeing

05 Aug 2022
Financial planning
2 minute read

For younger people the two most common financial priorities when building their careers are paying off debt and buying a house. Discover what you can do to help secure your best level of financial wellbeing.

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Recession confession?

03 Aug 2022
Weekly update
5 minute read

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

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Investor Insights - Summer 2022

28 Jul 2022
Investment Insights
7 minute read

Asset markets are facing rising political risk, higher inflation, slowing growth and tightening monetary policy, but opportunities are emerging and diversification is key. We also explore the impact of the Russia Ukraine conflict on energy.

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Investor Insights - Summer 2022

28 Jul 2022
Investment Insights
15 minute watch

Our in-house experts share our views on the future of the economy and the opportunities emerging. We also explore the impact of the Russia Ukraine conflict on energy.

Watch the video

Caught Off-Lagarde

27 Jul 2022
Weekly update
5 minute read

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

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Pay now, build later

20 Jul 2022
Weekly update
5 minute read

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

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Expanding our regional presence into Chichester

18 Jul 2022
Financial planning
1 minute read

We are delighted to announce that we have now opened our new Chichester office. Growing our presence in the South enables us to provide choice for our clients when meeting us.

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