Plan for your future

Our services cater for your financial needs and requirements, at preferential rates secured for you by EY.

Professional advice every step of the way

We provide a range of services for EY, designed to help you and your family at every stage of your career – from the start of your career, to leaving the firm, retirement and beyond. Our services cater for your financial needs and requirements, at preferential rates secured for you by EY.

Working with you, we can find solutions to some of life’s big financial questions:

  • What financial plans should I be considering at this stage in my life?
  • Are my pension arrangements right for me?
  • Am I investing in the right products for my goals?
  • Do I have the right protections in place?
  • How do I get the retirement I really want?
  • What's the best way to pass wealth on to my family?

What's more, you can always call upon a dedicated team of Close Brothers professionals across the UK who understand EY, your benefits and other relevant EY policies, and most importantly, you.

Many solutions will involve capital at risk products. Tax rules can change and any benefits will depend on your individual circumstances.

Get in touch

Our dedicated team is there to help you at each stage of your career and beyond. Contact the team by emailing us with your requirements, where you are based and the best way to contact you. 

EY@closebrothers.com

Alternatively, you can contact us by phone (08:30–17:30 Monday to Friday) on

0800 028 0208

Telephone calls made to Close Brothers Asset Management may be recorded and/or monitored. Click here for more information about how we use your data.

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.