We all seek the freedom to make our own choices to shape the way we live our lives to ensure we get the most out of today, but not at the expense of tomorrow. At Close Brothers Asset Management, we balance a considered mind-set with an optimistic eye to the future to bring clarity to financial planning and investment management. We believe that by sharing our financial knowledge and expertise, this will allow you and your family to have the confidence and clarity to build and achieve your financial goals.
Empowering you to achieve your financial goals
We believe financial education doesn’t just build knowledge, but it drives change. Whether you are saving for a mortgage, planning for retirement or starting to invest for the future, our skills and expertise can help you take control. Explore our articles to help you build and achieve your financial goals.
A roof over your head
There are a number of actions you can take to find reassurance and seek help if your housing costs are a worry. This concern is not uncommon, with rent or mortgage repayments the biggest monthly cost for most people.
Ensuring financial wellbeing in retirement
Everyone can prepare for retirement by taking relatively small steps. You can improve your financial prospects to let you focus on doing what you find fulfilling in your life.
Building towards lifelong financial wellbeing
If you are a person in your late 30s and 40s, you might be at or near the peak of your earnings but there are likely to be some significant costs you’re facing that may be daunting.
Useful documents and forms
With the current tax year ending on 5 April, we've included quick links to the most commonly used forms to help you easily access the information you may need.
Stocks and Shares ISA
A Stocks and Shares ISA is a straightforward, flexible way to invest, completely free of income tax or capital gains tax.
Investment Accounts
An investment account lets you invest in managed funds, UK stocks and shares, deposits, gilts, and exchange traded funds (ETFs).
SIPPs
A SIPP lets you take control of your retirement planning with greater freedom to choose the right investments for you.
Direct investment service
To access the full suite of documents and for further information about your service, head to our website.
If you have online access set up, login to view your portfolio here
Other services you may be interested in
Financial planning
Our advisers make sure you have a long-term financial plan. They will ensure you have considered planning for retirement and discuss the efficient ways to pass on your wealth to future generations, helping to guard against unexpected risks.
Do it yourself investing
If you’re confident making your own investment decisions, and taking responsibility for them, our Self-Directed Service is a fully online service which allows you to carry out your own transactions and trades via our online portal, at your own convenience. You will be able to search 1000's of investments, generate reports, see how your portfolio is performing, and have access to a wealth of research and support material.
You’ll need an email address to sign up for this service and our team can check whether your investments are eligible to be held on a self-directed basis.
Email our team to discuss if you are eligible for this service.
Investment services
Our investment managers will manage your assets to achieve the goals set out in your financial plan. They create portfolios and invest around the world across all asset classes, helping to diversify risk and take advantage of new and interesting opportunities from across the globe.
