Close Brothers Asset Management
London Gatwick Airport
Contact Name: Paul Johncock
Category: Wealth Management
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.
We can help you build the wealth you need to achieve financial independence in later life – and maximise your income in retirement.
Demand for more sophisticated solutions has moved the focus away from pension funds, towards an integrated approach.
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.
From managed funds to bespoke, personalised portfolios, our experts will create the right solutions for you.
We can advise on the best way to own your family home, or build a property portfolio.
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.
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