Solutions for
every need

Complete financial planning and advice service

Your clients may be focused purely on preserving their wealth, protecting it from market volatility and inflation. They might be seeking stronger investment performance, more tax-efficient ways to invest, or to set up an umbrella structure within which different family members can have their own portfolios. They could also be interested in mitigating Inheritance Tax and planning their legacy for the next generation. 

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 individuals and families plan and invest for their future.

Financial advice

Our award-winning financial planning and advice is tailored to your client’s specific needs.

Investment expertise

Financial markets will go through good and bad periods, but our philosophy and disciplined process have always stood the test of time.

Personal service

To us, your client will never be just a customer. We aim to build enduring relationships that are founded on trust, respect and clear understanding.

The importance of planning

In today’s frenetic and complex world, a clear financial plan is essential. Working with you, we can find solutions to questions such as:

  • What’s the most tax-efficient way to invest?
  • Is the portfolio working as hard as it could?
  • Can clients invest for growth while preserving capital?
  • What's the best way to pass wealth on to their family?

By creating a route map for their financial journey, our advisers can help your clients navigate volatile markets and keep them firmly on track to achieve their financial objectives. Whatever stage of life they are at, we can build a sound, flexible strategy that will work for them. 

  • Financial planning and investment expertise - Our integrated approach

    What can you expect when you come to us seeking financial advice? We will gather information about your personal and financial situation, including any existing assets and investments, as well as your objectives. Whether you're accumulating wealth or generating income, your financial planner will work with you to build a sound, flexible strategy to meet your goals.
    View download
For further information or to schedule a meeting with one of our experienced advisers please call or email us.

Pension & retirement planning

We can help to ensure your clients have a healthy financial future when they stop working.

We can explain:

  • The importance of investing – and making the right choices
  • How the UK Government can help your client to save
  • ISAs, SIPPs, funds and how they can work as part of your client's strategy
  • How to set a realistic target for your client's retirement age and how to make it happen
  • Annual and lifetime allowances
  • Income choices at retirement


Retirement planning guide

If you would like more information on retirement planning please download our guide.
Access our retirement guide

For further information or to schedule a meeting with one of our experienced advisers please call or email us.

Intelligent Retirement®

Our research shows that retirement needs are changing. The demand for more sophisticated solutions has moved the focus away from pension funds, towards an integrated approach to generating an income that takes into account other assets, including company and personal pensions, buy to let property, ISAs and investment funds.

Your clients now have more choice and freedom about what to do with their pension investments, and how they generate an income when they retire. We believe these are all positive developments, but they also create new challenges, new risks, and a greater need for guidance.

A smarter solution to your clients' income needs

Intelligent Retirement® is our new retirement advice service which combines financial planning, a choice of income solutions and our proven investment management skills. It offers a co-ordinated approach to meeting your clients' requirements throughout retirement – however long that might be – while managing risks to their capital.

Through one of our financial planners, Intelligent Retirement® takes an in-depth, 360° view of your client's needs, assessing different income scenarios, life expectancies, market assumptions, projected growth rates and appetite for risk and needs. Our sophisticated financial planning tools enable us to advise which solution is right for your client's objectives and retirement goals. 

It includes:

  • An annuity advice service that ensures your client gets the annuity that is right for them.
  • A range of award-winning income funds, where income can be taken from the natural yield of the investment.
  • A range of Glide Paths that provide an opportunity for capital growth to help savings last longer, whilst providing flexible access to provide income. They are diversified multi-asset solutions that actively adjust over time, investing in higher risk assets in the early years and then gradually de-risking as your client moves through retirement.

The way these solutions work together will depend on your client's circumstances, needs and finances; all of which are likely to change as they get older. As these changes occur, your client's income strategy should be flexible enough to accommodate them. With Intelligent Retirement®, you can be confident that it will be.

  • Intelligent Retirement ®

    You now have more choice and freedom about what to do with your pension investments, and how you generate an income when you retire.
    View download

Estate planning

It’s a complex, often perplexing subject; but we can make everything clear, enabling your clients to make the right decisions for them and their family’s future.

Our free guide includes:

  • IHT basics
  • The main exemptions and reliefs that can reduce IHT
  • Tax-efficient investments
  • How to shelter assets from IHT in just two years
  • Why you must make a will
  • Available tax-planning opportunities




Inheritance Tax and estate planning guide

Download a free guide to Inheritance Tax and estate planning by entering your details.

Access our Inheritance Tax and estate planning guide 

For further information or to schedule a meeting with one of our experienced advisers please call or email us.


We can advise your clients on the best way to own their family home, purchase houses for family members or build a property investment portfolio.

Our experience means we can help if your clients are self-employed, have irregular income streams or other complex needs. We also specialise in buy-to-let and offset mortgages. Our mortgage advisers not only research the market to find the right solutions. They also have full financial planning expertise, and can provide advice that takes into account your clients' broader financial circumstances and priorities.

Contact us now for a complimentary, no-obligation conversation with a specialist on: 

03442 640 705

Contact us

Please be aware your home is at risk if you do not keep up repayments on a mortgage
or loan secured on it. 

Contact us
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.