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.

In 10 years alone, we have delivered over 5,500* financial education seminars to over 82,000* employees nationwide. 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.

Our team of highly experienced specialists bring the level of expertise needed to make a difference to your employees’ financial wellbeing. 

As an example of our culture, many of our team not only have wide industry experience, they have also been with Close Brothers for over 15 years.

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.

Arrange a call back

Our process

We begin by getting to know your business – your objectives, culture, your people and how you measure success.

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.

"Services contribute to our overall wellbeing and people strategy by ensuring that sound advice and information is provided impartially".
2018 Close Brothers Financial Education client survey


Step 1

Needs analysis exploring your strategic goals, your culture and your people


Step 2

Design a financial education programme


Step 3

Build a targeted, multi-channel communications plan to drive employee awareness


Step 4

Programme rollout including regular reporting and analysis against key objectives


Step 5

Regular account management reviews and programme enhancements as needs evolve

Empowering employees to take control of their finances

We monitor feedback on all events regularly to assess the impact on employee financial wellbeing, as we believe great education does not just provide information, it inspires people to take action.

5,592 events delivered*
Over 82,000 employees reached*
93% seminar satisfaction**

"Our employees that are leaving the company want to do that with dignity and to be well informed, your services allow us to ensure that happens".
Financial Education Services 2018 employer survey
Source: * FES events 2006-2018, ** FES events 2016-18 YTD

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.