Your trusted wealth partner

We cut through the complexity of the world of money and investing to give you the clarity and clear direction you need - whether you’re beginning to save and invest for the first time; organising your financial affairs as your family grows; or enjoying retirement and thinking about how you would like to provide for future generations.

Watch and see how we work.

5-step financial planning process

1

Meet

An adviser will hold a complimentary meeting with you to understand what matters most, as well as to discuss your circumstances, attitude and capacity for risk, and your future goals.

2

Discover

To develop an integrated and tailored financial plan that best meets your needs, we perform a 360° assessment of your current financial position. By understanding the goals you wish to achieve, we agree with you the services that we will provide and the fees we will charge.

3

Agree

Once your tailored 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.

4

Action

We will implement your personal financial plan with precision, drawing on dedicated support teams from across our business.

5

Review

We will regularly review and adapt your plan with you. This ensures that your financial planning objectives can evolve as life inevitably changes.

Financial planning for your future

You can’t always predict what the future holds, but you can make sure you are prepared for the important financial decisions you will face.

We can help by:

  • Providing you with a detailed, holistic financial plan that best meets your needs.
  • Using our expertise in investment management, we’ll help you build an investment portfolio that is tailored to you.
  • Advising on tax regulations, helping you make the most of tax allowances and keeping up to date with any changes that might affect you.
  • Offering intergenerational financial planning that helps you pass on your legacy.

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

Can we help?

If you would like to speak to someone directly or have any questions, please give us a call on:

0800 588 4064


Or alternatively, use our online contact form and one of our team will be in touch.

Request a call back

Why choose us for financial planning?

We differ from other firms offering financial planning and advice by providing all the elements you need to protect, manage and grow your wealth, and combining them through a complete approach. As one of the UK’s largest and longest established providers of high-quality financial planning and investment services, you can trust that you’re in safe hands.

This is what you gain by partnering with us:

  • A dedicated, long-term and trusted relationship with an adviser.
  • The support of a team of in-house experts for any complex financial planning needs as well as tax-efficient and specialist investments.
  • A highly-qualified and experienced team of investment professionals to support any investment requirements from your financial plan.
  • A demonstrable track record of outperforming clients’ expectations.
  • Confidence through independent recognition for our service.

And as our client, you can rely on:

  • A service designed to provide you with clarity and confidence in your financial future.
  • Our commitment to put your interests first and provide a truly individual service tailored to your specific needs.
  • The peace of mind that comes from understanding and feeling understood.
  • Strong administrative support with a focus on first class client service.

Our advice fees

At an initial complimentary consultation, we listen to your needs and explain how our advice service could help you. Your adviser will discuss any fees with you before we give any advice or financial planning.

As no two clients' requirements are the same, our fees vary depending on the scope of work and the type of relationship you are looking for. We will normally charge between 1-2% of the amount to be invested for our initial review, professional advice and any associated implementation work. For clients who seek peace of mind through an ongoing relationship with us, our annual professional advice and service fee is typically 0.5-1%.

Our investment fees vary depending on the type of investment you require and our platform fee for custody and administration starts at 0.25% and reduces in tiers to 0% depending on the amount you and your family invest.

Why choose us for financial planning?

Our award winning service (Ranked second in the 2019 FTAdviser Top 100 Financial Advisers list) is available through a face to face relationship or over the telephone through our Telephone Advice Service.

Awards Awards
Always provided me with first class service, always available to help if required, professional and friendly service.
Client quote 2016 Close Brothers advised client survey
About our advice

We provide an holistic financial advice service to individuals. Our investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Because we primarily promote our own investment products, we are classed as providing restricted advice.

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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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