Goldsborough Hall

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

Mark Slack

Mark Slack

Financial Planner

Mark Slack

Mark Slack

Financial Planner

  • Chester
  • mark.slack@closebrothers.com
  • +44 (0) 160 681 0100

An experienced holistic financial planner covering Yorkshire. Over 20 years' experience providing comprehensive financial planning advice. Mark's clients range from business owners to individuals and families, 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.

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The Close Inheritance Tax Service

  • 19 Aug 21
  • 2.67MB
  • 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.

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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.

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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.