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Support for senior executives

We have extensive experience working with those in senior positions, supporting them to develop a financial plan.
Speak to us

For more information about our services for senior executives call us on:

0800 028 0208

Alternatively arrange a callback

Calls may be recorded.

Speak to us

For more information about our services for senior executives call us on:

0800 028 0208

Alternatively arrange a callback

Calls may be recorded.

Speak to us about services for senior executives

How we support 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

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.

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.

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