Close Brothers Asset Management

First Point, Buckingham Gate
London Gatwick Airport
West Sussex
RH6 0NT

Contact Name: Paul Johncock

Category: Wealth Management

Business Description

Complete financial planning and investment service

What do you really want from your finances?

You may be looking for the best way to achieve financial security for you and your family. Perhaps you’ve already built up your investments, and want them to be looked after by professionals. Or you might be seeking ways to consolidate different pensions or maximise your retirement income, while considering how to provide for the next generation.

Whatever your requirements, we\'d be delighted to help. With an emphasis on service and excellence and a national presence, we offer a complete range of solutions via our experienced team of financial planners and investment professionals. With over 40 years’ experience of helping clients to manage their wealth, you can trust us to support you at every stage of your journey.

 Retirement Planning 

We can help you build the wealth you need to achieve financial independence in later life – and maximise your income in retirement.

Intelligent Retirement 

Demand for more sophisticated solutions has moved the focus away from pension funds, towards an integrated approach.

Estate Planning

 Without adequate inheritance tax (IHT) planning, your loved ones could be left with a high tax bill. We work with you to advise the planning options and reliefs available, so that your estate is distributed according to your wishes.

Protecting your Family

Can you put a value on peace of mind? We can show you the best way to protect your income, your family and your business if the unexpected happens.

Investment Planning

From managed funds to bespoke, personalised portfolios, our experts will create the right solutions for you.

Mortgages 

We can advise on the best way to own your family home, or build a property portfolio.

 Investment Management

Explore our range of investment Solutions

From the discretionary fund range, to bespoke investment management, we offer a range of solutions to help you meet your investment objectives

Managed Portfolio Service

Looking to invest £30,000 or more? Our Managed Portfolio Service gives you a choice of portfolios that invest in best-in-class funds from some of the world’s leading names.

Discretionary Managed Service - Bespoke management

Our DMS-Bespoke service is suitable for investors with in excess of £500,000 to invest who are looking for a higher degree of customisation and direct access to a portfolio manager.

Close Discretionary Funds 

For investors with £1,000 or more, our investment funds offer a broad range of solutions, whether you’re investing for income or growth.

Discretionary Managed Service

 If you have £100,000 or more to invest, the Discretionary Management Service (DMS) offers you the best ideas from our entire investment team across a range of different risk and income profiles

 Close Inheritance Tax Service

For investments of more than £50,000. In the 2015/16 tax year, more than £4.6 billion was paid in Inheritance Tax (IHT). With a little forethought, much of this money could have been left to beneficiaries instead.

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

 

 

Documents

CBAM brochure.pdf

Videos


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