COVID-19 update

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

  • 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

For more information or to arrange a consultation please get in touch.

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. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.