The importance of planning
It’s often been said, ‘to fail to plan, is to plan to fail’. In today’s frenetic and complex world, a clear financial plan is essential. Working with you, we can find solutions to some of life’s big financial questions:
- What’s the most tax-efficient way to invest?
- How quickly can I pay off my mortgage?
- Is my portfolio working as hard as it could?
- Can I invest for growth while preserving my capital?
- How do I get the retirement I really want?
- What's the best way to pass wealth on to my family?
By creating a route map for your financial journey, your dedicated financial planner can help you navigate volatile markets and keep you firmly on track to achieve your financial objectives.
Why choose us?
As part of the Close Brothers Group, established in 1878, we belong to a firm with deep roots, a proud heritage and a history of helping people plan and invest for their future.
Our approach is prudent, conservative, thoughtful. Investment markets will go through good and bad periods, but our philosophy and disciplined process have stood the test of time so far.
Our financial planners work from 8 offices across the UK, delivering award-winning financial planning and advice, which is tailored to fit your needs. We offer a relationship with an adviser either face-to-face, or over the phone via our Telephone Advice Service
Your financial plan sets out what you want to achieve. Our investment solutions are the engine that propels you there. Your relationship with us will also include access to our experience investment professionals, who will work with your financial planner, under one roof, to implement your complete financial plan.
To us, you will never be just a customer. You will have a strong, personal relationship with your adviser, which is built on trust, respect and a clear understanding, keeping you informed at all times. No matter how much or how little you invest, we treat every penny as if it were our own.
For further information or to schedule a meeting with one of our experienced advisers please call or email us