Free financial health check from Close Brothers Asset Management

Sep 8, 2020 News Read time 5m
Free financial health check from Close Brothers Asset Management

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Navigating the complexities of today’s financial world can be challenging, but spending a little time sorting out your finances now could save you significant time and money later on.

 

Close Brothers Asset Management is offering our customers a complimentary, no-obligation financial health check.

What does this include?

A 60-minute assessment of your current financial position in line with future goals, led by a local Close Brothers financial adviser.

The financial health check can be held at your office, your home or due to the current Covid-19 environment, via a telephone or video conference facility.

You will be given the opportunity to ask questions such as:

  • Am I making the best possible use of my tax allowances?
  • How can I navigate my savings and investments in changing market conditions?
  • What are the costs, performance and risks of my existing investments?
  • How can I protect and pass on wealth to future generations?

You will then receive a follow up from the adviser, offering a detailed breakdown of suggested next steps.

Who are Close Brothers Asset Management?

Close Brothers Asset Management is part of Close Brothers Group plc, managing over £11.7 billion on behalf of private clients, families, professionals, business owners and charities.

 

As one of the UK’s largest and longest established providers of financial advice and investment management, Close Brothers Asset Management focuses on developing long-term relationships through delivering high levels of client service and professional expertise to help the people and businesses of Britain thrive over the long term.

How do I find out more information?

For more information or to book an appointment, please contact Close Brothers Asset Management directly:

Call 0800 345 7078

Email [email protected].

Visit https://www.closebrothersam.com/cbg-financial-health-check/

 

Please be aware that the value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment. Any tax benefits gained depend on individual circumstances and tax rules are subject to change.

 

 

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