Supporting your financial future

We provide you with a professional and accessible means of planning your finances, and if you require specific financial advice, EY has secured preferential rates for you.

Providing reassurance, saving you time

You can be confident that any advice you receive will be provided by professionals with a full understanding of your requirements and how they fit with your attitude and capacity for risk, benefits and EY policies.

You benefit from a dedicated UK-wide team of highly qualified and experienced financial planning advisers available to meet you in any UK EY office, at your home or over the phone.

For every life-stage

Whether you are just starting your savings journey, planning towards retirement or anything in between, we provide clarity and reassurance.  At each life-stage there are many important financial decisions you will face.

We provide a full range of financial advice including pensions, investments and mortgages and we have the flexibility to provide basic financial guidance through to sophisticated advice and investments.

Our support and expertise is there to help you build, manage and protect your finances, including:

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.

Building capital

Using capital

Helping others

Financial education and guidance

Funding education

Next generation

Building a financial plan Mortgages - for you and your children SRI investing
Short, medium and long term plans At retirement decisions Long term care fees
Protection Realising investments

Executor responsibilities

Using workplace benefits Drawing on pensions and investments Helping children
Other savings and investments Managing income in retirement Investing in new ventures

Retirement planning

Setting up new ventures

Estate planning

Tax efficiency

Tax efficiency

Charitable giving

Any tax benefits will depend on your personal tax position and rules are subject to change. The value of investments can go up as well as down and you may get back less than you invested.

We work hard to build trust, cutting through the complexity that can come with planning personal finances or working with professional advisers.

Working individually or as a combined force, our financial advisers and investment managers work with clients to understand their objectives, finances and tax considerations.

We guide you in identifying your priorities and making the decisions you need to achieve your goals, the quality of life you aspire to throughout your life, and to help you help your children / grandchildren and your legacy for the future.

 


Fees and charges

EY and Close Brothers have worked together to bring you a charging structure that is both transparent and corporately discounted from the standard rates you would receive if you came to us as an individual.

The fees will depend on your specific needs, the area of advice and the complexity of the work involved. For full financial planning and investment advice, the fees agreed for EY are as follows:

 

Close Brothers standard advice fees

Fees for EY

Amount invested

Initial advice fee

Ongoing advice fee*

Initial advice fee

Ongoing advice fee*

Telephone advice

Up to £250k

1.75%

0.8%

1.6%

0.7%

£250k - £500k

0.75%

0.6%

0.6%

0.5%

£500k +

0.75%

0.4%

0.6%

0.4%

Face to face advice

Up to £250k

2%

1%

1.8%

0.9%

£250k - £500k

1%

0.75%

0.9%

0.65%

£500k +

1%

0.5%

0.9%

0.5%

All prices exclude VAT.

* Ongoing advice fees are optional for each member in line with their individual needs and preferences.

** Table and charges are in respect of advice only. They do not include investment management, fund, administration or custody charges.

These rates do not include our DB Transfer Review service.


Mortgage Advice Service

Our mortgage advisers help clients with a wide range of situations and needs and have experience working with clients from across the UK, securing their first mortgage and finding the best re-mortgaging terms. They will take the time to understand your individual circumstances and use their expertise to identify and recommend the most appropriate mortgage for your needs.

Our telephone-based Mortgage Advice Service provides convenience, expertise, and a central point of contact to help manage an application towards a successful completion.

We may charge a fee at the point of application for a mortgage, depending on the amount you borrow and the complexity of your own individual circumstances. We may also receive a commission from the lender. Full details will be provided to you.

Please be aware your home is at risk if you do not keep up repayments on a mortgage or loan secured on it.

Contact the dedicated EY support team on 0800 028 0208 who will be happy to put you in touch with an expert.

Mortgage Advice Service

  • 27 Feb 20
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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 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.

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