Close Brothers has been helping people from the UK’s best known organisations to make a positive change to their financial wellbeing for almost 50 years. Research has confirmed that poor financial wellbeing is not just bad for individuals but it’s also bad for business and so more organisations than ever before are now looking at ways to include financial wellbeing in their overall wellbeing strategies.
At Close Brothers we don’t only believe in raising financial awareness and confidence, we provide an end to end solution so individuals can make changes and improve their financial wellbeing at every stage in their career. Our education, guidance, advice and investment services enable individuals to access the help they need in a way that suits them; from regular savings into ISA to finding the best mortgage to pension planning and retirement.
We help people from hire to retire, and review how they can make the most of the whole range of financial benefits inside the workplace as well as the wider investment market. Our education aims to give people the understanding and the tools to take control of their finances, build financial resilience and make better decisions for all their financial wellbeing needs now and for their future.
We work with some of the UK’s best known brands including AstraZeneca, BP, EY and Jaguar Land Rover. We have a large number of legal sector clients including Mayer Brown, Dentons, Hill Dickinson, Shearman & Sterling and many barristers’ chambers helping them to support their partners and staff to make a difference to their financial wellbeing.