Close Brothers

Close Brothers has been providing award-winning financial education to some of the UK's best-known organisations for more than 40 years.

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Close Brothers has been helping the employees of some of the UK’s best known organisations to understand and make the most of their benefits for over 45 years.

They are passionate about helping people improve their finances and recognise that employees benefit from financial education throughout their career. Whether you want to add support for those planning to take their pension, improve financial wellbeing as part of your wider strategy or engage new joiners with their benefits, financial education inspires people to take control of their finances immediately and for the future.

In 10 years alone, Close Brothers have delivered over 4800* financial education seminars to over 30,000* employees nationwide. As passionate proponents of change, their award winning financial education helps the employees of some of the UK’s best-known organisations including PwC, Jaguar Land Rover, Total Oil and Nestlé.

* Close Brothers Financial Education Events 2006-2016

Full financial education programmes from hire to retire
Retirement planning
Support for tactical exercises e.g. reduction in lifetime allowances, changes to pension schemesBenefits engagement e.g. share scheme planning
Services for senior executives
Online education
Redundancy support
Online event booking portal
End-to-end delivery including event management, marketing and communications
Pension engagement


Close Brothers has offices throughout the UK.



0800 028 0208


Close Brothers works with more than 500 employers across the UK in both the private and public sector. They are experienced in all industry sectors and have significant expertise in a number of areas, including oil and gas, energy, professional services, pharmaceuticals and defence and aerospace.