A complete financial planning and investment service

Close Brothers is proud to support BAE leavers from across the UK with their financial planning needs

With so many demands on your time, whether family, business or social commitments, it can be difficult to plan effectively for your financial future. That is where our professional financial advisers can help.

No obligation, no cost consultation

An initial discussion and a first meeting with a Close Brothers financial planner is without obligation or cost. Should you wish to proceed, after discussing your requirements, a report will be prepared and any charges fully explained.

On-site seminars

There may be a presentation for leavers held on site through your Penna outplacement centre. Please contact your Penna consultant for dates and locations.

If you would like to speak to an adviser, please call:

0800 028 0208


Download our frequently asked questions:

FAQs

5-step planning process

1

Meet

The first step is meeting with a financial planner to help them understand what matters most to you, as well as to discuss your circumstances, attitude and capacity for risk, and your future aspirations.

2

Discover

To develop a tailored integrated plan that best meets your needs, we look at your current financial position and the goals you wish to achieve. With this information, we then agree with you the services that we will provide and the fees we will charge.

3

Agree

Once your personal financial plan has been prepared, we will discuss it with you to ensure you understand and agree with our recommendations before we proceed any further.

4

Action

We will implement your personal financial plan, drawing on the comprehensive support team from across our business.

5

Review

We will regularly review and adapt your personal financial plan with you. This is to ensure that your goals evolve with lifetime events.

Why choose us?

Stability

As part of the Close Brothers Group, established in 1878, we belong to a firm with deep roots, a proud heritage and a history of helping people plan and invest for their future.

Long-term focus

Our approach is prudent, conservative, and thoughtful. Investment markets will go through good and bad periods, but our philosophy and disciplined process have stood the test of time so far.

Financial advice

Our financial planners work from 8 offices across the UK, delivering award-winning financial planning and advice, which is tailored to fit your needs. We offer a relationship with an adviser either face-to-face, or over the phone via our Telephone Advice Service.

Investment expertise

Your financial plan sets out what you want to achieve. Our investment solutions are the engine that propels you there. Your relationship with us will also include access to our experience investment professionals, who will work with your financial planner, under one roof, to implement your complete financial plan.

Personal service

To us, you will never be just a customer. You will have a strong, personal relationship with your adviser, which is built on trust, respect and a clear understanding, keeping you informed at all times. No matter how much or how little you invest, we treat every penny as if it were our own.

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.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

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