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.
A roof over your head
There are a number of actions you can take to find reassurance and seek help if your housing costs are a worry. This concern is not uncommon, with rent or mortgage repayments the biggest monthly cost for most people.
Ensuring financial wellbeing in retirement
Everyone can prepare for retirement by taking relatively small steps. You can improve your financial prospects to let you focus on doing what you find fulfilling in your life.
Building towards lifelong financial wellbeing
If you are a person in your late 30s and 40s, you might be at or near the peak of your earnings but there are likely to be some significant costs you’re facing that may be daunting.
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.
Stocks and Shares ISA
A Stocks and Shares ISA is a straightforward, flexible way to invest, completely free of income tax or capital gains tax.
Stocks and Shares ISAJISA
A Junior ISA (JISA) is a straightforward, flexible way to invest, completely free of income tax or capital gains tax for your child's future.
Explore our JISAsInvestment Accounts
An investment account lets you invest in managed funds, UK stocks and shares, deposits, gilts, and exchange traded funds (ETFs).
Investment accountsReady-made portfolios
Our ready-made portfolios group together different investments into one fund.
Ready-made portfoliosOther 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.
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.