Who we work with

Close Wealth Management are one of the UK's leading providers of Financial Education in the Workplace, working with over 250 of the UK's biggest employers to deliver over 800 events each year. We list some of the employers we work with here.

With over 22,000 clients, we manage over £1.4 billion of funds under management.

Our clients come to us after attending courses provided by their employer, after attending one of our investment seminars or after referrals from existing clients.

To see if our services are relevant to you we have included a few case studies of existing clients, how they came to join us and their experiences as a client with us.