Meet our clients

Many clients come to us after attending a course provided by their employer as they approach retirement age.

We also invite individuals to talks that we run across the UK solely looking at managing investments. Many of these people will already have some investments, they may have already taken advice from an Independent Financial Adviser or they may have defined and managed their own investment strategy. They may be senior executives, or running their own businesses or they may have already retired. Clients who come to us direct have often reached a decision that they no longer want to manage their own money or that they want the peace of mind of having a professional Adviser and Manager to give them advice.

Our clients come from a wide range of backgrounds and all have their own objectives and personal financial circumstances. At Close Wealth Management, the foundation of our success has been to foster strong loyalty from our clients by looking after them by offering a personal service so that clients feel valued.

Our case studies describe 3 different existing clients, how they came to join us and their experiences as a client.