Talk to an adviser

This 1-2-1 consultation is led by a qualified financial planner, focusing on your specific requirements from savings and investments to will and inheritance tax planning.

Unlike the retirement readiness check, this session is for those who are comfortable with their preparations for retirement but who have other areas of concerns around their financial plans. The session provides the opportunity to talk to an adviser and assess the areas where you would benefit from specific professional advice. This could include planning school or university funding, concerns over care costs for an elderly relative, the best way to pass on wealth to future generations or reviewing existing investment and tax planning strategies.

This 75 minute clinic with a senior Close Brothers financial adviser gives you the opportunity for a comprehensive financial health assessment or to consider a specific area of concern as well as assessing any key risks and gaps in your financial plans and the benefit of further advice.

You should bring details of your capital, investments, protection and tax.

For more information about our Financial Education Services, please get in touch.


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.