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Close Brothers SIPP

Established in 1878, the Close Brothers Group plc is a FTSE 250 leading UK merchant banking group, providing lending, deposit taking, wealth management services and stocks and shares trading.

SIPP

The Close Brothers SIPP lets you take control of your retirement planning giving you greater freedom to choose the right investments for you. It is a long term, tax efficient investment where you to choose where you want your retirement savings to be invested, instead of leaving a pension company to make the decisions and can also provide you with an income once you reach retirement.

Other Services

Close Brothers offer a range of related financial and planning services including Investment management services, Retirement planning, Estate planning, Protection, Mortgage advice, Stocks, Shares and ISAs, Fund management and more.

Close Brothers Reviews and Ratings

Online reviews for Close Brothers are generally excellent with customers praising the company’s prompt customer service levels and human approach to dealing with client difficulties, making them an easy company to deal with.

Reviews.io – 3/5 (based on 5 reviews)
Trust Pilot – 4.2/5 (based on 3578 reviews)

Pros

  • Invest in a wide choice of investments
  • No SIPP administration fee
  • No charge for transfers
  • Online portal is easy to use and accessible at any time
  • View your SIPP on the go with the Close Brothers Asset Management App
  • Free access to our expertise and in-house research
  • Award-winning: Private Asset Managers, FT Adviser, STEP and Wealth Briefing
  • Excellent customer reviews and recommendations
  • A long-established, trusted brand

Cons

  • A large website with lots of information a little whelming
  • Offices and telephone lines not open weekends
  • Some ongoing complaints over customer service
  • Requests for payments not sent, yet late fee charges apply

Website: Close Brothers

 

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Disclaimer: OurLifePlan.co.uk is a retirement and end of life information website only. We are not an insurer, financial planer, financial advisor, broker and/or other financial institution and as such we are not authorised or regulated by the FCA to offer financial advice. We can't recommend any of the products and/or services featured on the site. We strongly urge you to seek independent professional advice before buying any financial product and/or service. Companies are ranked in no particular order and higher ranking does not imply one company is better than another. We do our best to make it clear when information was published and try to keep it up to date and correct. However, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, prices, products and/or services. You use this website at your own risk and we accept no liability for any loss suffered. We work with FCA authorised and regulated firms who may pay us a commission for referring you to them but this has no impact on our content and helps keep this website free to use and will be fully disclosed. OurLifePlan.co.uk is the trading name of Brilliant British Ltd (Company number 10490224)