Close Brothers


Close Brothers


Close Brothers are proud to be selected as the preferred partner for IPSE members, proving you with financial planning and advice including access to a programme of seminars, webinars and online guidance, covering a wide range of important topics including pensions, investments, tax planning, mortgages and savings.


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 people plan and invest for their future.

Long-term focus 

Our approach is prudent, conservative, and thoughtful. Investment markets will go through good and bad periods, but our philosophy and disciplined process have stood the test of time so far.

Financial advice 

Our financial planners work from 9 offices across the UK, delivering award-winning financial planning and advice, which is tailored to fit your needs. We offer a relationship with an adviser either face-to-face, or over the phone via our Telephone Advice Service.

Investment expertise 

Your financial plan sets out what you want to achieve. Our investment solutions are the engine that propels you there. Your relationship with us will also include access to our experience investment professionals, who will work with your financial planner, under one roof, to implement your complete financial plan.

Personal service 

To us, you will never be just a customer. You will have a strong, personal relationship with your adviser, which is built on trust, respect and a clear understanding, keeping you informed at all times. No matter how much or how little you invest, we treat every penny as if it were our own


Summary of services

  • Services Offered

    Complete financial planning and investment service

    • Face to face planning and advice
    • Telephone advice service
    • Pension and retirement planning
    • Intelligent Retirement ®
    • Estate planning
    • Protecting your finances
    • Investment planning
    • Mortgages
    • Tax planning
    • Protection


    Investment Management

    • Discretionary management service (for clients with in excess of £500,000 to invest)
    • Managed portfolio service
    • Close discretionary funds
    • Close Inheritance Tax service
    • Investment team


    Self-Directed service

    • Stocks and Shares ISA
    • Self-Invested Personal Pension
    • Fixed income and deposits
    • Investment accounts
    • Expert analysis and research
    • Pricing - Our fees are clear, competitive and easy to understand
    • Self-Directed guides


    Financial education

    • Educational free one day seminars
    • Education online webinars
    • Online ‘Money Talks’ financial education site
    • Budgeting
    • Benefits


    The value of investments can fall as well as rise and you may get back less than you invested.