Financial planning and advice
With so many demands on your time, whether family, business or social commitments, it can be difficult to plan effectively for your financial future. That is where our professional financial advisers can help.
No obligation, no cost consultation
An initial discussion and a first meeting with a Close Brothers financial planner is without obligation or cost. Should you wish to proceed, after discussing your requirements, a report will be prepared and any charges fully explained.
Our financial planning services
We can help you build the wealth you need to achieve financial independence in later life and maximise your income.Learn more
We can advise you of the planning options and reliefs available to ensure your beneficiaries enjoy the best outcome.Learn more
Can you put a value on peace of mind? We can advise you how to protect your income, your family and your business.Learn more
We can advise on the best way to own your family home, or build a property portfolio.Learn more
From managed funds to bespoke, personalised portfolios, our experts will create the right solutions for you.Learn more
5-step planning process
The first step is meeting with a financial planner to help them understand what matters most to you, as well as to discuss your circumstances, attitude and capacity for risk, and your future aspirations.
To develop a tailored integrated plan that best meets your needs, we look at your current financial position and the goals you wish to achieve. With this information, we then agree with you the services that we will provide and the fees we will charge.
Once your personal financial plan has been prepared, we will discuss it with you to ensure you understand and agree with our recommendations before we proceed any further.
We will implement your personal financial plan, drawing on the comprehensive support team from across our business.
We will regularly review and adapt your personal financial plan with you. This is to ensure that your goals evolve with lifetime events.
Why choose us?
As part of the Close Brothers Group, established in 1878, we belong to a firm with deep roots, a proud heritage and a history of helping people plan and invest for their future.
Our approach is prudent, conservative, and thoughtful. Investment markets will go through good and bad periods, but our philosophy and disciplined process have stood the test of time so far.
Our financial planners work from 8 offices across the UK, delivering award-winning financial planning and advice, which is tailored to fit your needs. We offer a relationship with an adviser either face-to-face, or over the phone via our Telephone Advice Service.
Your financial plan sets out what you want to achieve. Our investment solutions are the engine that propels you there. Your relationship with us will also include access to our experience investment professionals, who will work with your financial planner, under one roof, to implement your complete financial plan.
To us, you will never be just a customer. You will have a strong, personal relationship with your adviser, which is built on trust, respect and a clear understanding, keeping you informed at all times. No matter how much or how little you invest, we treat every penny as if it were our own.