Investment planning guide

In a world of very low interest rates, producing a respectable return – whether as income, growth or a blend of the two – is something that should be left to the experts. Creating the right portfolio of investments for your circumstances is a journey you and your adviser will go on together as you systematically work through your objectives and how you will achieve them.


Get a taste of our full guide to investment planning, by downloading a sample of the document below.

Guide sample: Investment planning

Included in the full guide

  • Setting your investment objectives
  • The different types of risks and finding your risk tolerance
  • Choosing investment assets and funds
  • How the 'tax wrapper' decision could impact returns
  • The need for regular reviews
Download the full free guide

By downloading the report you agree to Close Brothers Asset Management contacting you by phone or email with information regarding education and financial planning services.

We will not pass your information on to any third party companies. If you change your mind, you can unsubscribe by emailing

For further information regarding how we may use your data, please see our privacy policy.

Can we help?

If you'd prefer to speak to someone directly or have any questions, please get in touch.

Call us on
0800 588 4064

Lines are open
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays)


Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.