Close Brothers

 

Close Brothers

Telephone + 44 (0)344 264 0329
Email barcouncil@closebrothers.com
Website www.closebrothersam.com/bar-council
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Financial planning and investment expertise

As a platinum service partner to the Bar Council, Close Brothers offer the reassurance of a close association with your leading professional body and the high standards it demands. They have experience working with barristers at every stage of their career - from pupils to seasoned QCs.

The service provides you with financial peace of mind  and  includes:

  • Tax-efficient saving and investment strategies 
  • Advice on your pension(s) and planning for retirement
  • Mortgage advice, and
  • Protection policies to support you in the event of an injury or illness. 

Close Brothers goal is to help protect and grow your wealth, whether it's saving and investing for the first time, organising your affairs as your family grows or enjoying retirement and thinking about providing for future generations. 

The value of investments can go up and down and you could get back less than you invested. Tax allowances are dependent on your own financial circumstances. Your home is at risk if you do not keep up repayments on a mortgage or loan secured on it.