Retirement readiness

Close Brothers provide a range of financial planning services, tailored to meet the complex needs of high earners.

Retirement is a major transition, both financially and emotionally. Explore the changes, challenges and opportunities ahead.

Whether you're planning a gradual scaling back, a portfolio of different roles or full retirement, the change can be a significant transition, both financially and emotionally. Close Brothers provide a range of services, tailored to meet the complex needs of high earners who rarely get time to focus on their long term financial future or research ways of managing their affairs in the most efficient way possible.

Can we help?

If you would like to speak to someone directly or have any questions, please give us a call on:

0800 028 0208


Or alternatively, send us an email:

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Our services

Executive retirement programme

Held at a luxury hotel in London, these events address both lifestyle and financial planning considerations.

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Retirement health check

This 1-2-1 clinic helps guide you through some of the important financial planning decisions you will face.

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Advice assessment

A 1-2-1 consultation led by a qualified financial planner, focusing on your specific requirements.

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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.