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Investment Advisers

Close Wealth Management's Investment Advisers operate throughout the UK, usually working from home and their local office and many have been with us for over 10 years.

 

Qualifications

All our advisers hold a relevant, formal qualification that is recognised in the industry. As a business we are regulated by the Financial Services Authority and all of our Advisers ensure they maintain their training and competency in line with the FSA's rules. In addition to these minimum standards, we ensure their continued competency by regular accompanied visits, a full Compliance review of all advice given and business received, monthly training reviews, training updates on a weekly, monthly, quarterly and annual basis.

Fees

As we charge for our services on a fee basis, there is no financial incentive for our Advisers to recommend any particular investment or investment strategy, so the advice we give is based on what we believe is best for any individual and their circumstances.

Client Service Team

Many of our clients will have a trusted and long standing relationship with their Adviser and will see them and talk to them on a regular basis. Our Investment Advisers work closely with our Client Service Team and our Compliance team to ensure that client's questions are answered quickly and to the client's satisfaction.

Clive Kingsbury Director of Client Relationships Clive was born in Liverpool, educated at the Liverpool Bluecoat School and then the University of Kent. His career in our industry began in 1982 at the Bradford and Bingley Building Society and after working in two other financial institutions, Clive joined us in 1987. Clive has held his present role since January 2005, having previously been National Sales Manager. Through his team of advisers, he is responsible for enhancing our clients' experiences. He lives in Cheshire and is a keen sports follower, with rugby and fast cars being his passions.