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Please read our
Legal Terms page
The information on
this site is provided
on the basis that you
have understood and
accepted these terms
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page
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| High
quality administration service |
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Dedicated point of contact |
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Quarterly client reporting,
review meetings as required |
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Performance measurement
versus agreed benchmarks |
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Annual accountant's
report where appropriate |
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Full custody and nominee services |
| At Close Wealth Management Group we deal directly with our clients
and that means you speak to the person managing your money rather
than a "relationship manager" as commonly found
elsewhere. We meet clients on a regular basis to review
the investments and re-establish benchmarks if required. Included
in our management fees you will find our comprehensive administrative
service as outlined above. |
Copyright
© 2007 Close Wealth Management Group - All rights reserved.
Close Private Asset Management Limited is authorised and regulated by the Financial Services Authority and offers services only available in the UK. Close Private Asset Management Limited is registered in England No 1644127, with its registered office at 10 Crown Place, London EC2A 4FT and is a subsidiary of Close Brothers Group plc. It is a member of APCIMS. Close Wealth Management Group is the trading name of a group of companies that includes Close Private Asset Management Limited. |
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