Financial advice
For almost 40 years we have been providing solutions to the financial needs of private investors and people retiring from some of the UK’s best-known and largest organisations.
Our core service is investment advice and ongoing management. Our advice is based on the principles of investment to build portfolios of cash, bonds, equities and other assets for clients. However, as wealth managers, we are also able to advise on your wider wealth and answer many of your financial concerns. Our specialist Financial Planning Team is able to arrange life assurance, pensions, regular savings capital investment and annuities.
We charge for our services on a fee basis. Our advice is free of charge and without obligation as we only charge fees if and when you instruct us to act. By charging you a fee we have no financial incentive to recommend a particular investment or investment strategy. Our fee for the design of your portfolio will be the same, irrespective of what we might recommend, and any commissions that may be received on particular investments we recommend will be rebated to you, either in cash or by enhancing your investment.
The foundation of our success has been our ability to foster strong loyalty from our clients. Based on experience and client feedback we know that it is only by looking after you through offering a personal service that you will feel valued and wish to remain with us. Many people come to us as a result of personal recommendations from our existing clients, and the length of time our clients stay with us is on average around 11 years.
We currently see over 15,000 individuals at our Financial Education and investment seminars each year and we advise over 2,000 new prospective clients each year.
We start by understanding your objectives and what level of risk is acceptable to you. We see what investments you already have and work with you to define what you are looking for from your investments.
At Close we offer a clear investment strategy which encompasses your attitude to risk through tailored, personal advice and active investment and tax management.
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