People

Close Wealth Management employs over 200 people across the UK. We employ professionals and specialists in their field and our quality assurance procedures promote continued vocational development throughout our teams.

Some of the qualifications currently held include:

• Over 50 staff holding the Investment Advice Certificate (IAC) or equivalent
• Over 40 staff holding the Investment Administration Qualification (IAQ) or equivalent
• 7 staff holding the Investment Management Certificate or equivalent
• 4 Chartered Tax Advisers and 2 further being members of the Association of Tax Technicians
• 4 Chartered, certified and management accountants

In addition there are in excess of 30 staff who are currently working through the IAC and IAQ qualifications.