Close Brothers Asset Managerment

Financial Adviser (Restricted Whole of Market) 128 Hillside, Banstead, Surrey, SM7 1HA
FCA verified
15th October 2018
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
adviser-person
Stephen Dennison FPFS
Chartered Financial Planner
Where to find us

128 Hillside, Banstead, Surrey, SM7 1HA

About us

Established in 1878, Close Brothers Asset Management provides a range of financial advice, investment management and on-line investing services, helping clients to secure their financial future.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

As a Fellow of the Personal Finance Society and an Associate of the Institute of Financial Planning, I am dedicated to ethical practice standards through their Code's Ethics and High Education requirements

Similar advisers near you

Independent Financial Adviser 0.49 mi
Mark Deasy has over 25 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
 
Independent Financial Adviser 0.72 mi
Richard provides fully independent trusted holistic client focused financial planning, encompassing investments, pensions, estate planning, mortgages & protection
 
Independent Financial Adviser 0.83 mi
Eddy Humphreys is an Independent Financial Advisor working with Alexander House Financial Services. Offering modern thinking, traditional values & transparent advice.
 
Independent Financial Adviser 1.99 mi
We specialise in Specific, Precise Financial Advice.