Financial planning and investments

Make your money work harder

It has often been said, "to fail to plan, is to plan to fail".

In today's frenetic and complex world, a clear financial plan is essential. Finding the time to think about your future goals can be challenging especially whilst trying to run your own business, but if you don't think about it now, you could be missing out.

In conjunction with Close Brothers Asset Management, we are proud to launch a programme of award-winning financial education seminars and webinars, tailored to the individual needs of our members, providing you with access to specialist financial planners who will help guide you on a range of important areas including;

  • Tax planning - hints & tips
  • Improving your financial wellbeing
  • Planning your financial future in retirement
  • Lifetime savings & pension planning
  • Managing annual and lifetime pension tax allowances
  • Wills & estate planning

To find out more or to reserve a place, please visit the Money Talks website which includes guidance on a wide range of financial planning topics including a series of engaging, interactive and easy-to-use tools, guides, case studies and modellers, exploring every aspect of financial wellbeing, from tax planning and budgeting through to top tips on how to make the most of your pension and lifetime savings.

With an emphasis on service and excellence and a national presence, Close Brothers Asset Management offers a complete range of solutions including financial planning, investments, mortgages, specialist tax planning, protection and estate planning via their experienced team of financial planners and investment professionals.

With over 40 years' experience of helping clients to manage their wealth, you can trust Close Brothers Asset Management to support you at every stage of your life. Whatever your situation and objectives, their philosophy is the same: engage as early as you can in life with your financial affairs; create and implement a financial plan; save and invest prudently for the long term; and seek professional help when required.

Please be aware, the value of investments can fall as well as rise; past performance is not a reliable indicator of future results and you could get back less than invested.

For more information and to visit the Money Talks website please login to your dashboard.

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