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Close Brothers

Close Brothers is well known for the wealth management services it provides to its high net-worth client base. It also has a DIY platform that is available to all.

Available products & wrappers

General investments ISAs Lifetime ISAs Junior ISAs Pensions & SIPPs Junior pensions & SIPPs Other

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
UK Fixed term deposits.

Table of charges

Platform charges Product charges Other charges
£0 - £500,000 0.25%
£500,001 - £1,000,000 0.20%
£1,000,000 - £1,500,000 0.10%
Above £1,500,001 0.0%

Research, tools and information

Data and tools

Investment guides, weekly news updates, news reports, model portfolios and top fund lists.

Compare+Invest review of Close Brothers

Products & wrappers Investments Research & guidance Charges Overall rating

Close Brothers review

Close Brothers is something of a hidden gem. Although the platform pitches itself to high-net-worth investors, it’s also a good option for smaller portfolios.

If you’re starting with £25,000 to £50,000 and intend to invest in shares, you’ll find some of the most reasonable prices around. On the other hand, if you’re investing £1 million or more, the fees are actually less competitive. It feels almost counter-intuitive. However, at this level you also get access to Close Brothers’ financial planning services – not to be underestimated.

Final note

The website itself is nothing to write home about but does the job well enough. And as for the options available, there are thousands of funds, shares, ETFs, trusts, bonds and even ready-made portfolios. Well worth a look.