Autumn Expo Greater Birmingham Chamber of Commerce

We hope you enjoyed the event! You'll find all the relevant information from Close Brothers Asset Management here.
Speak to us

If you're looking for financial advice, tailored to your needs and goals, contact our team to book a free initial consultation, and find out how we can help you.

0800 588 4064

Alternatively arrange a callback

Calls may be recorded.

Speak to us

If you're looking for financial advice, tailored to your needs and goals, contact our team to book a free initial consultation, and find out how we can help you.

0800 588 4064

Alternatively arrange a callback

Calls may be recorded.

Speak to us about investment advice
Financial advice and investment service

A guide to our combined capabilities in financial planning, investment management and efficient administration.

Download now

In attendance

Jonathan Neale

Jonathan Neale

Private Client Director

Jonathan Neale

Jonathan Neale

Private Client Director

  • Midlands
  • jonathan.neale@closebrothers.com
  • +44 (0) 771 581 1645

Jonathan is a Chartered Financial Planner, has a degree in Financial Services from Manchester University and has been providing tailored financial planning solutions for over 20 years.

Jonathan has over 35 years’ experience in the Financial Services industry having started his career at Midland Bank (HSBC) and then Grant Thornton, prior to joining Close Brothers Asset Management in 2017. His focus has been to develop and grow the Midlands office which he helped establish.

Jonathan specialises in strategic planning for entrepreneurs’, private clients and trustees and is passionate about providing a structured plan to help them to achieve their financial goals and aspirations.

Stef Goodwin

Stef Goodwin

Financial Planner

Stef Goodwin

Stef Goodwin

Financial Planner

  • Midlands
  • stef.goodwin@closebrothers.com
  • +44 (0) 7984 349 344

Stef has over 17 years’ experience in financial services and is an experienced financial planner. She enjoys helping clients identify what is truly important to them and creating bespoke solutions to support them in achieving their goals. She feels this understanding is fundamental to having long lasting relationships with her clients. Stef’s clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.

Other resources

Welcome to Close Brothers Asset Management

  • 10 Sep 21
  • 1.15MB
  • PDF

Guided by your goals and aspirations, we look forward to working with you and your family, to establish a long-term relationship built on trust and understanding.

Download now

Financial planning and investment service

  • 29 Jun 22
  • 0.46MB
  • PDF

In the complex world of money and investments, we give you financial confidence through clarity and clear direction.

Download now

The Close Inheritance Tax Service

  • 12 Oct 22
  • 3.29MB
  • PDF

A simple solution to a complex problem.

Download now

Close Socially Responsible Investment portfolios

  • 18 Aug 21
  • 1.13MB
  • PDF

Our SRI portfolios are segregated, discretionary portfolios, invested where possible in direct securities to give you greater transparency and lower cost.

Download now

Wealth Legacy Service

  • 08 Mar 22
  • 2.17MB
  • PDF

A convenient way to put your affairs in order so that your Executor can administer your legacy efficiently, sensitively and in accordance with your wishes.

Download now

Practical estate planning guide

  • 26 Apr 22
  • 0.34MB
  • PDF

Inheritance Tax (IHT) is a complex subject and many people want to understand how they can ensure their family is protected in the event of their death. Our advisers can help you to create a plan to reduce the effects of IHT.

Download now

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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.