Close Brothers Group plc
Close Brothers Group plc is a financial services company based in London, England. The company offers a range of investment services to its clients. With a focus on providing high-quality financial services, Close Brothers Group plc is committed to helping its clients achieve their financial goals.
Introduction to Close Brothers Group plc
Close Brothers Group plc is a leading financial services company based in London, England. Founded in 1878, the company has a rich history of providing investment services and financial solutions to businesses and individuals. Close Brothers Group plc prides itself on its commitment to building long-term relationships with its clients, providing tailored solutions to meet their specific needs. What sets this company apart is its focus on the mid-market, offering customized services to clients who may not have access to the same level of expertise from larger financial institutions.Services & Products
Close Brothers Group plc offers a range of investment and financial services to its clients. These include asset management, wealth management, lending, and securities trading. The company also provides specialized services such as aviation and marine finance. Clients can expect personalized service and expert advice from the highly skilled team at Close Brothers Group plc.Location
Close Brothers Group plc is located in the heart of London's financial district, at 10 Crown Pl, London EC2A 4FT, United Kingdom. The area is known for its bustling business atmosphere, with a mix of large corporations and small businesses. Close Brothers Group plc is conveniently located near several public transportation options, including Liverpool Street Station, Old Street Station, and Moorgate Station, all within a 10-minute walk.Benefits
Customers should choose Close Brothers Group plc for their investment and financial needs because of the company's commitment to building long-term relationships with its clients. The company offers tailored solutions to meet the specific needs of each client, ensuring that they receive expert advice and customized service. Close Brothers Group plc also has a strong reputation for its expertise in the mid-market, providing specialized services to clients who may not have access to the same level of support from larger financial institutions.Good to Know
Customers should be aware that Close Brothers Group plc is a UK-based company, and its services may not be available in all countries. Additionally, clients should be aware of the risks associated with investing and should seek professional advice before making any financial decisions.Reviews
Customers have praised Close Brothers Group plc for its personalized service and expert advice. Clients appreciate the company's commitment to building long-term relationships and providing tailored solutions to meet their specific needs. Additionally, customers have noted the company's expertise in the mid-market, providing specialized services to clients who may not have access to the same level of support from larger financial institutions.Amenities
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financial planning -
tax planning
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retirement planning
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portfolio management
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wealth management
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asset allocation
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risk management
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insurance services
FAQ
What types of investment products do you offer?
We offer a range of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). We also offer managed accounts and alternative investments such as private equity and real estate investment trusts (REITs).What is your minimum investment amount?
Our minimum investment amount varies depending on the product and service. For our managed accounts, the minimum investment is typically $100,000. However, for our mutual funds and ETFs, the minimum investment can be as low as $1,000.What fees do you charge for your services, and how are they calculated?
We charge a variety of fees depending on the product and service. For our managed accounts, we typically charge an annual fee based on a percentage of assets under management. For our mutual funds and ETFs, we charge management fees that are deducted from the fund's assets. We also charge transaction fees for certain products. The specific fees and their calculations are outlined in our disclosure documents and can vary depending on the product and service.Can you provide examples of past performance for your investment portfolios?
We can provide historical performance data for our investment portfolios, which can be found in our disclosure documents and on our website. It's important to note that past performance is not a guarantee of future results.How do you develop an investment strategy for your clients?
We develop an investment strategy for our clients by first understanding their financial goals, risk tolerance, and time horizon. We then use a combination of quantitative and qualitative analysis to determine an appropriate asset allocation and investment selection. We regularly review and adjust the strategy as needed to ensure it aligns with the client's changing needs and market conditions.Reviews
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Tim
These people are scammers.
17-05-2023
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orsino gollance
Service amazing
24-03-2023
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Ali Baron
24-02-2023
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S Nawabi
Called in regards to a query and the team were very good and quick to resolve. Very helpful information, Alan in particular was very helpful. Thankyou.
24-02-2023
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Dan Ralph
Everything has an additional cost or few I will not be renewing this year. Avoid this company.
24-02-2023
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Tobias Shadarevian
Absolute joke of a company. Cleared all the finance and they still have not updated relevant credit agencies. Call and call for hours....all they say is 'we will raise this' and then nothing happens! Asked to speak to a manager and I was told they are not customer facing, what kind of a manager is that. Stay well away!!! DO NOT USE THIS COMPANY!!!!!
24-12-2022
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Southeast Trailers Limited
Shambles of a company just rang to settle a balance and they cut me off had verified all security bits, didn't even have the decency to call back. 😒 wont be using this mob again. I can fully see why their reviews are so awful.
24-12-2022
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Louise Hannah
Scammers took out car insurance on 21st October to start on 6th November.. got cancelled on 28th October so before the policy even started and refusing to refund me the 88.70 I've already paid?????? Even though my insurance never started I've raised a dispute with my bank and will be taking legal action.
24-11-2022
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Zahid Ahmed
Communication is non-existent
24-11-2022
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Simon Lovell
Take an age to answer the phone, rude and unhelpful when they do. AVOID!
24-11-2022
