Leading the way to financial wellness

We've been inspiring employees to make a positive change to their financial future for almost 50 years. We believe great education doesn't just build knowledge;
it effects change.

How can we help?

Financial education

Provide your employees with ongoing support, empowering them to make smart financial decisions at every stage of their career.

How can we help?

Money Talks

Our e-learning hub provides accessible, practical financial education for employees at the touch of a button.

How can we help?

Public programme events

We run a programme of UK-wide one day retirement seminars to help support your retirees.

Why is financial education important?

For both individuals and employers, the costs of poor financial wellbeing are all too
quantifiable. Yet for many organisations, financial security is a missing element of their wellbeing strategy.

Close Brothers has been inspiring employees to make a positive change to their financial future for almost 50 years. We believe great education doesn’t just build knowledge; it effects change.

Whether it involves saving for a mortgage, paying off debt, understanding pensions or planning for retirement, our skills and expertise can help your staff take control of their finances.

We provide customised workplace financial wellness programmes suitable for employees at every
stage of their career that are designed to meet your organisation’s unique challenges and objectives.

Can we help?

To find out more about our financial education service, please call:

0800 028 0208

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

Arrange a call back

News and insights

Step 7 - Retirement

  • Financial education
  • 4 minute read
Read the article

Step 6 – Tax

  • Financial education
  • 4 minute read
Read the article

Step 5 – Savings and investments

  • Financial education
  • 4 minute read
Read the article

Step 3 – Protection

  • Financial education
  • 4 minute read
Read the article

Step 4 - Property

  • Financial education
  • 4 minute read
Read the article
View all news and insights

One size rarely fits all

  • 25 Jan
  • Financial education
  • 2 minute watch

The best solutions diagnose where the gaps lie.

Watch the video

Lifetime Savings Challenge

  • 15 Nov
  • 5 minutes

With so many savings choices available, it's understandable that people find saving difficult. To illustrate the issue, we invited ten employees to take part in a simple challenge...

Watch video

For more information about our Financial Education Services, please get in touch.

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