Financial planning and investment expertise for members of the Bar Council.
Specialist wealth management advice for Bar Council members
Close Brothers Asset Management is a leading FTSE250 company with a long and proud record of advising, managing and administering client assets.
We are proud to be part of Close Brothers Group and with our specialist knowledge of the Bar and as a Business Partner we can provide you with the highest quality financial planning and investment management services.
Our advisers work in a highly focused and diligent way to ensure you have the best chance of achieving your financial goals, from tax strategies and business protection to retirement and legacy planning.
The key element of our service to you is building a long term trusted relationship. When guiding you through your financial planning journey we always put your needs first, working in partnership with you to provide a holistic service tailored to your needs.
We hope the information you find here demonstrates how the financial planning advice service we provide allows you to take control of your finances, leaving you with time to focus on other matters.
Can we help?
If you would like to speak to someone directly or have any questions, please give us a call on:
0344 264 0329
Or alternatively, use our online contact form and one of our team will be in touch.Arrange a call back
How our experts can help Bar Council members
Retirement is a major event in life and also a time to re-assess your financial plan. Whatever your plans are for retirement, we can help you through the most suitable options for taking an income to help you achieve your goals.
Understanding your tax position throughout your Bar career is crucial when advising on tax efficient investment planning for your portfolio. We will look at ways to make use of tax allowances and relief so that you are not paying any more than necessary.
Investments and savings
Whatever you are saving for, or whatever your previous investment experience, understanding your attitude and tolerance to risk within your portfolio allows us to provide recommendations over the short, medium and long term to help you achieve your goals.
Our dedicated Mortgage Advice Service has strong relationships with lenders who understand and appreciate the subtleties of the legal profession. This enables them to assess your situation and find the most suitable loan whether it is for a first time purchase, re-mortgage or investment property.
If you have little or no protection in place, savings can quickly diminish if you are unable to work because of sickness or serious illness. Personal and business protection should form a cornerstone of your financial plan to safeguard your income and your Practice in the event of any unforeseen events.
Inheritance Tax Planning
Without adequate inheritance tax planning (IHT) solutions in place, your heirs could potentially be left with a high tax bill. We work with you to reduce your IHT liability and ensure that your estate is distributed according to your wishes.
An individual’s tax treatment depends on their personal circumstances and is subject to change, which could reduce any benefits gained in the future.