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Individual investors

Investment seminars

Close Wealth provides a programme of investment seminars across the country. These seminars are aimed at individuals who have a minimum of £25,000 of capital which they are looking to invest and on which they require active advice and investment management via a personal service.

Many clients that come to us via our investment seminars often have some investments already. They may have taken advice from an Independent Financial Adviser (IFA) or they may have defined their own investment strategy and been managing it, instructing a stockbroker on their own behalf.

During the course of our business, we come across individuals who are perfectly happy to devise their own investment plans, instruct dealers, monitor the markets and make all the necessary adjustments over time and to fit this against a full tax planning strategy. These people do not want our services; they do not need our services, as they want to retain control for the investment and tax decisions themselves.

However, in our experience, for every person who wants to do-it-themselves there are many more who want some independent, professional and trusted advice and guidance with their investment and tax planning. There are a lot of people who start out with a clear investment plan but as the years progress and the investment opportunities change, their original strategy becomes blurred. What may once have been a simple plan can become overly complicated or just a series of one-off decisions that bear no resemblance to their original or current objectives.

We speak to individuals who are very successful in their careers, either as entrepreneurs or in employment. One thing we often hear is that in building their careers and establishing their businesses they have less time to look after their own financial planning and management.

Investment advice

We advise over 1,975 new individuals a year. We start by understanding what your objectives are and what level of risk is acceptable to you. We see what investments you already have and work with you to define what you are looking for from your investments.

At Close Wealth we offer a clear investment strategy which encompasses your attitude to risk. We provide tailored, personal advice and active investment and tax management.

If you have capital that you want to invest, or if you want to switch your current investments to a professional wealth manager, then you can look at our offering by attending one of our investment seminars. Attendance is free of charge and over 90 minutes you can see a presentation of what our approach to investment is, what we can do for you and you will also have the chance to talk directly to our Investment Advisers about your own circumstances.