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Our successes

Close is a leading provider of financial services in the UK and internationally. The business has been established in some markets for over 40 years and many long-standing relationships have been formed with our clients over time. We are a leading provider of financial education services to some of the UK’s biggest employers, delivering over 650 retirement courses a year.

Major clients and partners

We count an extensive number of blue chip companies as our clients, as well as forward thinking smaller businesses.

Alliance & Leicester
Association of Chief Police Officers
AstraZeneca
Barclays PLC
BG Group
BP
British Nuclear Group
BSkyB
Diageo
Ernst & Young
Foreign & Commonwealth Office
Home office

ICI
Imperial Tobacco
Jaguar
Landrover
Lloyds TSB
National Savings & Investments
Nationwide Building Society
Northern Trust Guernsey Ltd
NRG International
Pilkington
PriceWaterhouse Coopers

Royal Skandia
Scottish & Newcastle
Scottish & Southern Energy
Scottish Widows International Limited
Shell
Sony
United Utilities
Vauxhall
Weetabix
Willis Management (Guernsey) Ltd
UK Police forces
Awards

We have been recognised for our success and achievement in a number of areas:

What Investment Readership Awards 2008 – Winner of Best Discretionary Wealth Manager

Portfolio International Awards 2006 – Winner of Best Wealth Management Product – Close Opes
Provide advice to the monthly £1million National Savings & Investments Premium Bond winners