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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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

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