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Financial advice

All of our prospective clients will have an initial face-to-face meeting with one of our experienced Investment Advisers. This will enable us to get to know each other, discuss your investment objectives, analyse any existing investments you already hold and consider your attitude to risk.

You can request a meeting with an Adviser when attending one of our seminars, by completing a request form, by calling us, or from this website.

If you ask us to arrange a meeting with an Investment Adviser we will contact you within 2 days of receiving this request and arrange a first meeting with an Adviser at a time and place convenient for you. Most of these meetings are usually held at client's homes with the client and their spouse/ partner but we can see you at one of our offices, at your place of work or anywhere else that your would prefer.

Following our first meeting we will send you a Personal Investment Report, which will contain our investment recommendations and will summarise the discussions at our first meeting. It will also clearly detail any fees and charges that will be incurred if you decide to proceed and instruct us to act on your behalf.

We arrange a second meeting between you and the Adviser when we send our Personal Investment Report. This meeting is essential to enable you to discuss the content of the report and understand the reasons why recommendations have been made and to allow any adjustments.

There is no cost to you in asking us for advice or for us drafting a Personal Investment Report and presenting it to you. We only charge a fee if you ask us to proceed and you become a client of Close Wealth Management.

If you become a client, the specific benefits you might enjoy are:

  • You will have a dedicated Personal Investment Adviser, supported by an experienced, professional Client Service Team whom you can contact to discuss any issue or to resolve any query you may have
  • Our Investment Management Team meets many of our clients at regular investment events
  • We provide 6-monthly valuations
  • You will receive investment reports
  • Regular newsletters
  • Annual tax statement
  • Annual investment review with your Adviser, summarised in a Personal Report with recommendations