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Key Services

We offer a range of products and services tailored to meet clients' investment needs, ranging from integrated investment management to ISAs and PEPs. Our aim is to create a personalised investment strategy for every client, which delivers consistent financial returns. Our key services include:

		Services for high net worth individuals
		Our ISA service
		PEPs transfer service
		Private unit trusts
		Charity fund management
		Administration and reporting

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.