A dedicated financial wellbeing team
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.
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. As passionate proponents of change, our award winning financial education helps the employees of some of the UK’s best-known organisations including Jaguar Land Rover, Total Oil and Nestlé.
'Support has been fantastic. Close Brothers team have been amazing … Very much considered part of the team.'
2020 Close Brothers Financial Education employer survey
Can we help?
To find out more about our financial education services, please call:
0800 028 0208
Or alternatively, use our online contact form and one of our team will be in touch.
Our process
We begin by getting to know your business – your objectives, culture and people.
In terms of service delivery, you have many choices. We offer face-to-face seminars, webinars, one-to-one clinics, online education and interactive modelling tools. Our experienced account management team will be on hand, designing, implementing and managing delivery. Lastly, we can help with analytics and reporting – letting you demonstrate the return to your business from your investment in financial education.
Discover
Analysing your strategic goals, assessing gaps in employee knowledge via our Financial Wellbeing Healthcheck
Design
Creating a bespoke multi-channel programme
Launch
Delivering the programme, closely monitoring feedback and reporting regularly against key objectives
Engage
Driving employee awareness via personalised, targeted communications
Refine
Continuing to evolve the programme as employee needs change
"Forward and creative thinking about the future…. Professional and outstanding service, a cut above the rest!"
2020 Close Brothers Financial Education employer survey
Can we help?
To find out more about our financial education services, please get in touch.
Lines are open
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays)