Financial planning

In addition to the comprehensive range of accountancy services offered by PRB Accountants Sussex LLP, we also work closely with Close Brothers Asset Management, part of Close Brothers Group Plc, a highly respected name in finance for over 130 years and a FTSE 250 company.

Close Brothers Group Plc has made a number of company acquisitions during 2011, including the acquisition of Cavanagh Wealth Management. We believe that all their clients will benefit from a broader range of investment services and expertise within the enlarged group, supported by their high levels of service and user-friendly technology. 

Voted the Best Discretionary Wealth Manager by readers of ‘What Investment’ magazine in 2008, 2009 and 2010, Close Brothers Asset Management has a considerable depth of experience in providing broadly based financial planning and investment services to help clients manage their wealth and aim to achieve financial and lifestyle objectives. They believe in building long term relationships with their clients, built on mutual trust and respect. Their charges and terms of business are clear and transparent, enabling their clients to make informed decisions regarding the services they require.  

Their client service proposition includes an ongoing client review process and regular communications to clients. These typically cover financial developments, market commentaries and other topical articles which may be of interest to their clients and may require a discussion with their Adviser.These services are provided by highly qualified professional Advisers with extensive experience of serving clients through varying economic cycles. 

A dedicated Adviser will be appointed to offer clients an overall financial service tailored to them and this will include analysing the client’s current financial situation, helping them to identify their objectives and  working with them to create a personal client plan and investment strategy to maintain, grow and protect their financial position.  Please note, that the value of investments will go up and down and clients can get back less than invested. 

For details of who Close Brothers Asset Management are and what they can offer clients, please visit their corporate website at  www.closebrothersam.com 

To arrange a discussion with a Close Brothers Asset Management adviser, please call us, PRB Accountants LLP in the first instance on 01444 458252 or email  info@prbmp.com