Public programme events

Specialist financial planning
for senior executives

For those in senior positions, personal financial planning is often more complex and more necessary but it is not always a priority due to increasingly busy and challenging responsibilities. At Close Brothers, we have extensive experience of working with senior people, supporting them with a broad range of financial planning and investment solutions for over 45 years.


Financial health check

  • A 1-2-1 review of the health of all your finances
  • Retirement planning
  • Specialist tax planning
  • Protection
  • Trust and estate planning

Trustee development programme

  • Overview of the charity sector and the importance of trustees
  • Governance and strategic planning
  • Financial management
  • An introduction to fundraising
  • Charity matching event – meet charity leaders seeking new trustees

Executive retirement planning

  • 1.5 day events for those planning towards retirement, held at a luxury London hotel
  • Led by specialist speakers covering a range of topics including health, investments and the psychology of change
  • Includes the opportunity for a 1-2-1 consultation with all specialist speakers
  • For more information or to view our current events, please click here.
To learn more about our services for senior executives, please call 0800 028 0208 or email

These courses are excellent and are well worth the time investment. …the location was excellent and pitched at the right level for the seniority of attendees.

Delegate, May 2015 (Senior Executive Course)

Public programme
retirement events

As well as delivering bespoke education programmes for individual employers, we also run a programme of UK-wide one-day retirement seminars available for multiple employers to use to support their retirees.

These are popular with employees from a wide range of sectors and are designed to help people understand some of the important decisions they are likely to face as they approach retirement. This enables people to plan this important transition and enjoy a future they’ve worked hard to achieve.

Held throughout the UK, our award winning seminars provide the support should you have staff based in disparate locations, or when you do not have sufficient leavers to organise your own dedicated seminar.

Book places online here, call 0800 028 0208 or email

Public programme
topic based webinars

At Close Brothers we recognise that people don’t just need access to financial education as they approach retirement.

Educating people at every stage of their career helps with staff engagement, improves financial wellbeing and enables people to understand and value their benefits. Staff feel better equipped and empowered to make decisions regarding a range of important financial topics, from debt management to share benefits and tax planning.

Greater knowledge leads to better planning, which in turn leads to better outcomes for you and your staff.

Our programme of topic based webinars cover a wide range of essential financial planning topics which staff can access easily, at a time and from a location convenient to them.

Click here to view and book onto our range of topic based webinars.
For more information, please call 0800 028 0208 or email

topic based webinars
Contact us

Contact Close Brothers

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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results 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.