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As a Self-Directed client you can expect competitive, transparent pricing and the high quality of service that our teams deliver to thousands of investors across the UK.

Product guides

  • Guide to the Close Stocks & Shares ISA

    Published:
    06/04/2017
    Filesize:
    267Kb
    Filetype:
    PDF
    A Close Stocks & Shares ISA (Individual Savings Account) lets you build the right investment portfolio for your needs, whilst sheltering your returns from tax.
    View download
  • Guide to Investment Funds

    Published:
    15/02/2015
    Filesize:
    539Kb
    Filetype:
    PDF
    Investment funds can offer investment objective options of income, capital growth or a combination of the two. The main appeal of an investment fund is that they offer investors a structured and cost effective way to achieve effective diversification across different asset classes and markets, even with relatively small investments.
    View download
  • Guide to gilts

    Published:
    15/02/2015
    Filesize:
    540Kb
    Filetype:
    PDF
    Fixed income securities such as UK Government bonds (gilts) can help to diversify a portfolio while providing a reliable source of income, although this can be at the expense of capital growth.
    View download
  • Guide to the Investment Account

    Published:
    15/02/2015
    Filesize:
    532Kb
    Filetype:
    PDF
    You can choose from an extensive list of funds from Close Brothers Asset Management and other fund managers, as well as equities, gilts and Exchange Traded Funds (ETFs).
    View download
  • Guide to shares

    Published:
    15/02/2015
    Filesize:
    516Kb
    Filetype:
    PDF
    If you are comfortable making your own investment decisions, a direct investment in shares (commonly called equities) allows you to exploit the potential of leading UK companies.
    View download
   
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