Leading the way to financial wellness

Financial education services

  • 50
    Years of experience
  • +95
    Net Promoter Score®
  • 93%
    Delegate satisfaction

Empowering employees to take control of their finances

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

Our approach Our approach
Close Brothers have brought financial wellbeing to our workplace in a well thought-out manner. They listened to what we had to say and responded with a bespoke plan to suit the needs of our workforce. The personal touch: I was impressed with the way they brought the weight of an investment bank, but delivered with the thoughtfulness and personal touch of a small provider.
2019 Close Brothers Financial Education client survey Employer client

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.