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Whatever the future has in store, you can count on us to give you the financial clarity to plan and be prepared. We’re here to help you navigate the big milestones – like expanding your family, sending kids off to university, retiring and beyond. And we’ll work with you to protect, manage and grow your wealth so you’re ready for the future.
Your goals are at the heart of the financial plan we tailor for you; our financial advice and investment services help preserve and grow your savings and investments.
An adviser will hold a complimentary meeting with you to understand what matters most, as well as to discuss your circumstances, attitude and capacity for risk, and your future goals.
To develop an integrated and tailored financial plan that best meets your needs, we perform a 360° assessment of your current financial position. By understanding the goals you wish to achieve, we agree with you the services that we will provide and the fees we will charge.
Once your tailored financial plan has been prepared, we will discuss it with you to ensure you understand and agree with our recommendations before we proceed any further.
We will implement your personal financial plan with precision, drawing on dedicated support teams from across our business.
We will regularly review and adapt your plan with you. This ensures that your financial planning objectives can evolve as life inevitably changes.
You can’t always predict what the future holds, but you can make sure you are prepared for the important financial decisions you will face.
We can help by:
Many solutions will involve capital at risk products. Tax rules can change and any benefits will depend on your individual circumstances.
We differ from other firms offering financial planning and advice by providing all the elements you need to protect, manage and grow your wealth, and combining them through a complete approach. As one of the UK’s largest and longest established providers of high-quality financial planning and investment services, you can trust that you’re in safe hands.
Our investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Because we primarily promote our own investment products, we are classed as providing restricted advice.
Here are some of the benefits can enjoy:
And as our client, you can rely on:
They are completely reliable and I trust that they know and advise us on the best way to manage our investments. They go out of their way to deliver for us.
At an initial complimentary consultation, we listen to your needs and explain how our advice service could help you. Your adviser will discuss any fees with you before we give any advice or financial planning.
As no two clients' requirements are the same, our fees vary depending on the scope of work and the type of relationship you are looking for.
At an initial complimentary consultation, we listen to your needs and explain how our advice service could help you. We will not make a charge for this part of our service.
Your financial planner will discuss any fees with you before we give any advice or financial planning. Your financial planner will also provide you with the Close Brothers Asset Management Terms and Conditions, and an About our services and costs document. You should read these in conjunction with our fees and charges.
Below we set out our current fees and charges, please be aware there may be other taxes or costs which are not paid through Close Brothers Asset Management or imposed by us.
Our professional advice and implementation fee is charged initially at a tiered rate which applies in stages and is based on the total amount you invest.
| Amount invested | Rate* |
| Initial £500,000 | 1.0% |
| Over £500,000 | 0.5% |
*A minimum fee of £4,000 will usually be levied for our professional advice and implementation fee when you first become a client of Close Brothers Asset Management.
Advice relating to a transfer of Defined Benefit pensions is subject to a minimum fee of £6,250, irrespective of whether or not a transfer is recommended.
VAT may be chargeable on any of the fees and charges shown. This will be confirmed where appropriate.
Our annual professional advice and service fee is charged at a flat rate based on the total value (including any growth) of your investment. This rate is set at the outset of your investment.
Should any increase or decrease in the total value of your investment change the flat rate applicable, the rate applied will not automatically move to the corresponding flat rate. Any potential rate change will be discussed and confirmed at your annual review or at a point of ad hoc advice throughout the year.
| Total value | Rate* |
| Less than £500,000 | 0.75% |
| £500,000 to £1m | 0.5% |
| Over £1m | 0.4% |
*These rates represent the minimum levels that apply.
The annual professional advice and service fee is subject to a minimum of £2,000.
VAT may be chargeable on any of the fees and charges shown. This will be confirmed where appropriate.
Our platform fee for custody and administration is charged at a tiered rate which applies in stages and is based on the total value (including any growth) of your investment.
| Basis of our platform fee | Rate of annual platform fee |
| The initial £500,000 levied at | 0.25% |
| The next £500,000 levied at | 0.20% |
| The next £500,000 levied at | 0.10% |
|
Over £1,500,000 levied at |
0.00% |
Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.