Close Asset Management

For over 15 years we have been offering specialist financial advice to the most senior executives from many of the UK's leading companies. Such individuals often have complex financial needs and the demands and responsibilities of their roles may also leave them with little time to effectively plan their finances. We provide an extensive and bespoke service to support executives at any point in their career. In addition, we offer a number of events for those individuals looking towards retirement, which may be included as part of a succession management programme.