Close Brothers Asset Management Launches Complimentary Financial Planning Service

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Close Brothers Asset Management (CBAM) is running a series of complimentary financial planning sessions to help consumers gain the right advice on successfully managing their finances in these turbulent times.

"Whether you want advice on tax or investment planning or making your money work harder for you, our financial planning sessions can help"

Faced with low interest rates, volatile markets and annuity rates at an all time low, achieving financial goals can be far from plain sailing. With this in mind, Close Brothers Asset Management (CBAM) is running a series of complimentary financial planning sessions to help consumers gain the right advice on successfully managing their finances in these turbulent times.

Tailored to the needs of the individual, each financial advice session will be held with one of CBAM’s team of qualified advisers covering any of the following components which are core to a comprehensive financial planning strategy:

  •     Tax efficient investments
  •     Retirement planning
  •     School fees planning
  •     Long term care planning
  •     Tax and estate planning
  •     Trustee investments (including charities)
  •     Protection
  •     Mortgages
  •     General financial overview

Andrew Fay, Head of Wealth Management at Close Brothers Asset Management, said:
“Recent changes to tax rates and pension allowances mean we all need to make our money work harder and yet many of us overlook the specialised financial support available to us. We seek advice in so many areas of our lives yet often neglect one of the most important parts – our financial well-being. Attending a complimentary financial review session with one of our team of financial advisers is an easy way to find out where you stand. One of our financial advisers can evaluate your current position and provide you with an initial assessment on how we can help you achieve your financial planning goals.

“We provide financial advice and investment management solutions to more than 60,000 clients across the UK. Our experienced 120 strong adviser team has an average of 15 years’ experience under their belt so whether you want advice on tax or investment planning or making your money work harder for you, our financial planning sessions can help.”

To register for the complimentary financial advice session, visit: https://www.research.net/s/Close-Brothers-Asset-Management

Notes to editors
For further editorial information please contact Hannah Green/ Ursula Delaney at Bell Pottinger Public Relations on 020 7360 7877 or hgreen(at)bell-pottinger(dot)co(dot)uk / udelaney(at)bell-pottinger(dot)co(dot)uk

About Close Brothers Asset Management
Close Brothers is a specialist financial services group which lends money, trades securities and provides advice and investment management solutions to a wide range of clients. Close Brothers was established in 1878 and today employs over 2,500 people, principally in the UK. Close Brothers Group plc is listed on the London Stock Exchange and is a member of the FTSE250.

Close Brothers Asset Management provides a full range of advice, investment management and self directed services to private, institutional and corporate clients. The business operates out of offices in London, Bristol, Manchester, Cuckfield, Leeds, Newcastle, Northwich, Edinburgh and Glasgow.

Close Brothers Asset Management is a trading name of Close Asset Management Limited and is part of Close Brothers Group plc. Close Asset Management Limited is registered in England and Wales and authorised and regulated by the Financial Services Authority. Registered number: 01644127. Registered office: 10 Crown Place, London EC2A 4FT. VAT registration number: 245 5013 86.

For more information about Close Brothers Asset Management, please visit http://www.closebrothersam.com

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Hannah Green

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