Providing reassurance, saving you time
My WealthPartner gives you a pragmatic, efficient means of planning your finances. And if you require specific financial advice you can access it at competitive fees.
You can also be confident that any advice you receive will be provided by professionals with a full understanding of your requirements and how they fit with your attitude and capacity for risk, benefits and PwC policies.
Reassuring
- You benefit from a dedicated UK-wide team of highly qualified and experienced financial planning advisers available to meet you in any UK PwC office, at your home or over the phone.
- Complimentary, no obligation financial health-checks to identify risks and gaps and to ensure that your plans are on track
For every life-stage
- Retirement planning to help meet your future goals and to make the most of your annual and lifetime pension tax allowances
- Optimisation of your portfolio’s tax-efficiency to ensure you are enjoying maximum tax advantage
- Mortgage advice for you and your family, perhaps even helping your children onto the first rung of the ‘property ladder’
- Inheritance tax planning to ensure that you leave the best possible legacy to future generations
Complimentary financial health check
A one-to-one review meeting can be held at your office or other convenient location to suit your needs. A Close Brothers financial adviser, experienced in working with Partners, will lead the session. The health check offers an opportunity to review your needs and existing financial plans to assess how we can help you and your family.
Contact the dedicated My WealthPartner support team on 0800 028 8960 who will be happy to arrange this.
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
PwCSupport@closebrothers.com
Complimentary financial health check
A one-to-one review meeting can be held at your office or other convenient location to suit your needs.
Contact the support team for more information.
Mortgage Advice Service
Our telephone-based Mortgage Advice Service provides convenience, expertise, and a central point of contact to help manage an application towards a successful completion.
Contact the support team, who will be happy to put you in touch with an expert.
Fees and charges
The fees will depend on your specific needs, the area of advice and the complexity of the work involved. For full financial planning and investment advice, the fees agreed for PwC Partners are as follows:
|
Value of capital invested |
My WealthPartner Advice implementation fee |
My WealthPartner Advice annual fee |
Close Brothers standard advice implementation fee |
Close Brothers standard annual advice fee |
|
Minimum fee |
£1,500 |
None |
£4,000 |
£2,000 |
|
Up to £500,000 |
1% |
0.5% |
1% |
0.75% |
|
£500,000 to £1 million |
0.5% |
0.5% |
0.5% |
0.5% |
|
£1 million to £2 million |
0.5% |
0.3% |
0.5% |
0.4% |
|
From £2 million |
0.5% |
0.2% |
0.5% |
0.4% |
Fees introduced with effect from 1 August 2022.
As part of the My WealthPartner service, which is not available to other Close Brothers clients, there is also a cap on fees if you take advice, custody and investment services from Close Brothers. This cap is shown in the table below and applies to the ongoing advice fee, annual investment management charge and the custody and administration charges.
There can be additional costs for investment management in addition to the annual management charge and the total cost will vary depending on which investments are used. Please note that VAT has to be charged for investment management and advice on discretionary managed portfolios. Full details of all charges will be discussed with you and set out in a comprehensive report before you take up any of our services.
| Amount invested with Close Brothers | Integrated wealth management fee cap (annual charge) |
| £0 - 500,000 | 1.30% |
| £500,001 - 1,000,000 | 1.30% |
| £1,000,001 - 2,000,000 | 1.10% |
| £2,000,0001+ | 0.90% |
We provide a holistic financial advice service to individuals. Our investment process is un-biased, multi-asset, actively managed and diversified across regions and sectors. Because we primarily promote our own investment products, we are classed as providing restricted advice. However, we can also recommend investment offerings from other firms, without bias, based on our disciplined research and analysis process.
Mortgage Advice Service
Our mortgage advisers help clients with a wide range of situations and needs and have experience working with Partners from across the UK. They will take the time to understand your individual circumstances and use their expertise to identify and recommend the most appropriate mortgage for your needs.
Our telephone-based Mortgage Advice Service provides convenience, expertise, and a central point of contact to help manage an application towards a successful completion.
The advice fee, only payable on submission of an application, agreed for PwC Partners for this service is £250.
Please be aware your home is at risk if you do not keep up repayments on a mortgage or loan secured on it.
Contact the dedicated My WealthPartner support team on 0800 028 8960 who will be happy to put you in touch with an expert.
