Complete financial planning and advice service
Your clients may be focused purely on preserving their wealth, protecting it from market volatility and inflation. They might be seeking stronger investment performance, more tax-efficient ways to invest, or to set up an umbrella structure within which different family members can have their own portfolios. They could also be interested in mitigating Inheritance Tax and planning their legacy for the next generation.
Why choose us?
As part of the Close Brothers Group, established in 1878, we belong to a firm with deep roots, a proud heritage and a history of helping individuals and families plan and invest for their future.
Our award-winning financial planning and advice is tailored to your client’s specific needs.
Financial markets will go through good and bad periods, but our philosophy and disciplined process have always stood the test of time.
To us, your client will never be just a customer. We aim to build enduring relationships that are founded on trust, respect and clear understanding.
The importance of planning
In today’s frenetic and complex world, a clear financial plan is essential. Working with you, we can find solutions to questions such as:
- What’s the most tax-efficient way to invest?
- Is the portfolio working as hard as it could?
- Can clients invest for growth while preserving capital?
- What's the best way to pass wealth on to their family?
By creating a route map for their financial journey, our advisers can help your clients navigate volatile markets and keep them firmly on track to achieve their financial objectives. Whatever stage of life they are at, we can build a sound, flexible strategy that will work for them.
For further information or to schedule a meeting with one of our experienced advisers please call or email us