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.

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.

Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.