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
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.
Best AIM Portfolio Service
Digital Wealth Solution
Wealth Planning Team
Private Bank - Customer Facing Digital Capabilities (Investments)
Best Online/Mobile Access
For prior awards, see our awards page.