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.
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.
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.
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.
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
Complete financial planning and investment service
Face to face planning and advice
Telephone advice service
Pension and retirement planning
Intelligent Retirement ®
Protecting your finances
Discretionary management service (for clients with in excess of £500,000 to invest)
Managed portfolio service
Close discretionary funds
Close Inheritance Tax service
Stocks and Shares ISA
Self-Invested Personal Pension
Fixed income and deposits
Expert analysis and research
Pricing - Our fees are clear, competitive and easy to understand
Educational free one day seminars
Education online webinars
Online ‘Money Talks’ financial education site
The value of investments can fall as well as rise and you may get back less than you invested.
Main telephone number: 0800 028 0208
Close Brothers Asset Management
Gadbrook Business Centre
Northwich CW9 7TN