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Our ISA service

Individual Savings Accounts Our core expertise lies in the discretionary management of quoted investments, and we aim to work with investors or their financial advisors to help build valuable and tax efficient investment portfolios. Our personal investment management services may also be accessed through flexible and competitive ISAs. Close Wealth Management Group offers Stocks and Shares components only, via a Maxi ISA. Close Wealth Management Group ISAs are flexible enough to fit a variety of investment portfolios. Clients can invest their ISAs for: Income, Balance or Growth Other benefits include:

		simple application procedure
		automatic annual re-subscription
		individual professional and independent management
		no restrictions on access to capital
		competitive fees and charges
		clear and regular reporting

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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.