We provide award-winning financial planning and advice, investment management, and online investing services – helping clients to secure their financial future. We manage more than £15.3 billion* on behalf of individuals, families and trustees.

Our aim is to help people with their financial goals at every life stage, providing clarity and clear direction in the complex world of money and investing.

We are delighted to introduce you to My WealthPartner. A valuable service exclusively for PwC Partners, former Partners and their families. Since its launch in August 2018, a considerable number of PwC Partners, and their immediate family members have been enjoying the benefits of this service.

We are part of Close Brothers Group plc, a leading UK merchant banking group. Established in 1878, we believe our traditional merchant banking values, based on service and integrity, continue to be relevant today.

*As at 31 July 2022

Get in touch

Our dedicated team is there to help you at each stage of your career and beyond. Contact the team by phone (08:00–18:00 Monday to Friday).

0800 028 8960


Our awards

Some of the awards shown below take into consideration the past performance of our investment offerings. Please be aware that past performance is not a reliable indicator of future returns. 



Growth Investor Awards
Finalist 2022

Best AIM Portfolio Service


PAM Awards
Winner 2021

Digital Wealth Solution

WealthBriefing Awards
Winner 2021

Wealth Planning Team

WealthBriefing Awards
Winner 2021

Private Bank - Customer Facing Digital Capabilities (Investments)

City of London Wealth Management Awards
Winner 2021

Best Online/Mobile Access

For prior awards, see our awards page.

Open an account online and become a client


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.