Helping you deliver better outcomes

Intermediaries

We offer expert investment management, financial planning, philanthropy and education services to investment consultants, trustees, professional advisers and family offices.

You provide the highest standards of professional service and technical expertise for your clients. So it’s important to choose a wealth management partner that shares your passion for excellence.

Working with you as part of your team, our skills can complement yours to help deliver great results. We provide a truly personal service, aiming to add real value for every client. Our business is built on establishing strong relationships, and we have helped many families to manage and pass on their wealth through the generations.

Our experts can also help you in specialist areas such as research, tax planning, and regulatory and technical support.

Why choose us? 

  • Our experience in working alongside intermediaries, helping your clients through the financial challenges they face 
  • Independent recognition of our financial planning and investment service from STEP, PAM and other notable industry organisations
  • Specialist services including divorce, financial education for clients, pensions and retirement support
  • Stability and financial strength of a FTSE 250 company

Complete financial planning and investment service

From bespoke investment management to succession planning, we offer a complete range of solutions. With over 40 years’ experience of helping people to manage their wealth, you can trust us to support you at every stage of your journey.
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Retirement planning

Help your clients build the wealth they need to achieve financial independence in later life – and maximise their income in retirement.

Intelligent Retirement®

A co-ordinated approach to meeting your clients' income requirements in retirement, through expert financial planning advice, a choice of income solutions and our proven investment management skills.

Mortgages

We can help advise your clients on the best way to own their family home, or build a property portfolio.

Estate planning

Inheritance Tax is largely voluntary. Find out how to help your clients leave as much of their wealth as possible to their loved ones.

Investment management


At the heart of our service is our investment expertise. Whether it’s a managed fund or a completely bespoke, customised portfolio, you and your clients can be confident that all our experience, dedication and intelligence will be working constantly to deliver the outcomes you expect.
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Explore our range of investment solutions

From the Close discretionary fund range, to bespoke investment management, we offer a range of solutions to help you meet your client's investment objectives.

Close Discretionary Funds

For investors with £1,000 or more, our investment funds offer a broad range of solutions, whether your clients are investing for income or growth.

Managed Portfolio Service

Looking to invest £30,000 or more? Our Managed Portfolio Service gives your clients a choice of portfolios that invest in third party funds.

Discretionary Management Service

For clients who have £100,000 or more to invest, the Discretionary Management Service (DMS) offers the best ideas from our entire investment team across a range of different risk and income profiles.

Discretionary Management Service - Bespoke service

Our DMS-Bespoke service is suitable for investors with in excess of £1 million to invest who are looking for a higher degree of customisation and direct access to a portfolio manager.

Close Inheritance Tax Service

For investments of more than £50,000. In the 2015/16 tax year, more than £4.6 billion was paid in Inheritance Tax (IHT). With a little forethought, much of this money could have been left to beneficiaries instead.

Working with you

If you are a trustee, investment consultant or other professional adviser, we understand your business and the challenges you face.
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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results 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.