Providing financial clarity for you and your family

We all seek the freedom to make our own choices to shape the way we live our lives to ensure we get the most out of today, but not at the expense of tomorrow. At Close Brothers Asset Management, we balance a considered mind-set with an optimistic eye to the future to bring clarity to financial planning and investment management. We believe that by sharing our financial knowledge and expertise, this will allow you and your family to have the confidence and clarity to build and achieve your financial goals.

Empowering you to achieve your financial goals

We believe financial education doesn’t just build knowledge, but it drives change. Whether you are saving for a mortgage, planning for retirement or starting to invest for the future, our skills and expertise can help you take control. Explore our articles to help you build and achieve your financial goals.

Can I achieve my financial goals?

We know that times are tough and putting a financial plan in place is all the more important. Read our article detailing all of the things you should consider when putting your plan in place.

Navigating mortgages

The UK housing and mortgage market has been through quite a journey these past few years, due to rising prices, the government's Stamp Duty scheme, and the growth of hybrid working arrangements. Explore how mortgage borrowers can weather the storm.

Saving for your future

As we start a new year and everyone is feeling the squeeze of the cost of living crisis, now is a perfect time to look at your savings, in particular your ISA. Find out how much you can save tax-free each year.

Do it yourself investing

In the complex world of investments, we understand the value of your time and money. Our online investment portal allows you to manage your finances your way. Through educational insights and our intuitive platform, you can select and manage your investments – in the way you want, when you want. We offer a range of flexible account options to help you achieve your financial goals.

Log in to your portal here

If you are new to our self-directed services, you can register here

Other services you may be interested in

Financial planning

Our advisers make sure you have a long-term financial plan. They will ensure you have considered planning for retirement and discuss the efficient ways to pass on your wealth to future generations, helping to guard against unexpected risks.


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Investment services

Our investment managers will manage your assets to achieve the goals set out in your financial plan. They create portfolios and invest around the world across all asset classes, helping to diversify risk and take advantage of new and interesting opportunities from across the globe.



Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.