Leading the way to financial wellness

Financial education services

  • 50+
    Years of experience
  • +84*
    Net Promoter Score®
  • 86%
    Delegate satisfaction

*Close Brothers Financial Education employer survey 2020

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
…market leaders in financial education with a vast wealth of experienced speakers and advisers.
2020 Close Brothers Financial Education employer survey Employer client

One size rarely fits all

  • 25 Jan
  • Financial education
  • 2 minute watch

The best solutions diagnose where the gaps lie.

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News and insights

View all news and insights

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...

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


Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.