Specialist financial planning for senior executives

For those in senior positions, personal financial planning is often more complex and more necessary but it is not always a priority due to increasingly busy and challenging responsibilities. At Close Brothers, we have extensive experience of working with senior people, supporting them with a broad range of financial planning and investment solutions for over 45 years.

Financial health check

  • A 1-2-1 review of the health of all your finances
  • Retirement planning
  • Specialist tax planning
  • Protection
  • Trust and estate planning

Trustee development programme

  • Overview of the charity sector and the importance of trustees
  • Governance and strategic planning
  • Financial management
  • An introduction to fundraising
  • Charity matching event – meet charity leaders seeking new trustees

Executive retirement planning

  • 1.5 day events for those planning towards retirement, held at a luxury London hotel
  • Led by specialist speakers covering a range of topics including health, investments and the psychology of change
  • Includes the opportunity for a 1-2-1 consultation with all specialist speakers
  • For more information or to view our current events, please click here.
"This was a very informative and enjoyable two days - providing lots of information and things to consider, very thought provoking".
2018 delegate (Senior Executive Programme)

To find out more about our financial education services, please call us on:

0800 028 0208


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

Arrange a call back

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.