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Access The Sunday Times’ Sustainable Investing report

Explore the latest sustainable investing trends in this special report from Raconteur in The Sunday Times.

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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

View all news and insights

(Ever)grand(e) fiasco

21 Sep 2021
Weekly update
5 minute read

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

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The rise of digital currency

16 Sep 2021
Investment Insight
5 minute read

Cryptocurrency valuations have garnered particular attention since they soared to record highs in early 2021 – but they have also experienced some notable periods of market volatility.

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Regulatory reassurance

15 Sep 2021
Weekly market update
5 minute read

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

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Introducing our new Chester office

09 Sep 2021
Financial planning
2 minute read

Explore how our newest office in one of the UK's oldest cities enhances our services and offers excellent lakeside facilities for our clients in the North West.

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Unlocking the triple lock

08 Sep 2021
Weekly update
5 minute read

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

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Word-watching in Wyoming

01 Sep 2021
Weekly update
5 minute read

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

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See you in November?

25 Aug 2021
Weekly update
5 minute read

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

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What Biden’s policies mean for the global economy

24 Aug 2021
Market update
5 minute read

While Biden only took office on 20 January 2021, already his administration has made a major mark on the global economy.

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What next for the housing market in 2021?

24 Aug 2021
Market update
5 minute read

Why is the real estate market bouncing back? Like many other areas of the UK economy, the real estate market has made a V-shaped recovery post-pandemic.

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Investor Insight - Summer 2021

06 Jul
Market update
5 minutes

In this Investor Insight, Tony Whincup, Investment Specialist and Robert Alster, Chief Investment Officer take a temperature check on the health of the global economy, and what's happening with inflation.

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