An established provider of financial advice and investment management services, we are a part of the Close Brothers Group plc, a FTSE 250 leading UK merchant banking group, providing lending, deposit taking, wealth management services, and stocks and shares trading.
We work with professionals, business owners, individuals, families and their advisers, who are looking to preserve and grow their long-term savings and investments.
The value of investments can go up or down and you may get back less than you invest.
In the complex world of money and investing, we provide clarity and clear direction.
Our clients rely on us to look after their wealth – in many instances their entire livelihoods, everything that they have earned in their working lives. In effect they give our team the privilege of looking after what is probably the most important thing in most peoples’ lives after their personal health and their families.
Our job is to show clearly every day that we deserve the trust placed in us to protect and grow their wealth.