A dedicated financial wellbeing team

Close Brothers has been inspiring employees to make a positive change to their financial future for 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.


'Our account manager is superb and has made the process of rolling out the financial wellbeing strategy here seamless.'
2019 Close Brothers Financial Education client 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.

Arrange a call back

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.



Analysing your strategic goals, assessing gaps in employee knowledge via our Financial Wellbeing Healthcheck



Creating a bespoke multi-channel programme



Delivering the programme, closely monitoring feedback and reporting regularly against key objectives



Driving employee awareness via personalised, targeted communications



Continuing to evolve the programme as employee needs change


"Our Account Manager is a fantastic individual that always goes above and beyond to provide an impressive service. We have recently needed extra support with a programme and the flexibility and personalised approach were second to none. The trainers that we regularly see are also a key strength and asset to Close. Our employees always come away with positive feedback and value the sessions. Thank you to all the team."
2019 Close Brothers Financial Education client survey

Can we help?

To find out more about our financial education services, please get in touch.

Call us on
0800 028 0208

Lines are open
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays)

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.

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