Close Brothers Investments Reviews

Ratings based on 43 reviews Last review 8 months ago

Read Close Brothers investments reviews on Smart Money People, the UK's 1 independent financial services review site. If you're looking specifically for Close Brothers reviews, see what insight our community is offering before deciding if it's the...

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Read Close Brothers investments reviews on Smart Money People, the UK's 1 independent financial services review site. If you're looking specifically for Close Brothers reviews, see what insight our community is offering before deciding if it's the right product for you. Or if you've used Close Brothers investments previously, please share a review of your own and help our community!

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Your Investments Reviews (43)

10th February 2020

Excellent customer service

I have several investments in various building societies etc but Close Brothers give me the most efficient, effective and reliable service. Notifications are always sent out in good time and their documentation is clear and concise making record...

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I have several investments in various building societies etc but Close Brothers give me the most efficient, effective and reliable service. Notifications are always sent out in good time and their documentation is clear and concise making record keeping very easy. Tax certificates are always sent without having to request them. I feel my investments are in good safe hands.

6th February 2020

F/R bonds

Hav had a number fo these products over th last decade or so and have found the admin.and payments of interest totally on due dates with hard copy back up docs.( unlike some providers)Have also attended seminar on INHERITANCE tAX WHICH WAS BOTH FIRST...

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Hav had a number fo these products over th last decade or so and have found the admin.and payments of interest totally on due dates with hard copy back up docs.( unlike some providers)Have also attended seminar on INHERITANCE tAX WHICH WAS BOTH FIRST CLASS AND FREE.

5th February 2020

Great advice

We have been with Close Brothers or one of the companies they have taken over for about 10 years and our Financial Advisor has always been open and clear about our investments. In fact the company have been so good that our son and daughter also use...

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We have been with Close Brothers or one of the companies they have taken over for about 10 years and our Financial Advisor has always been open and clear about our investments. In fact the company have been so good that our son and daughter also use the company for advice, pensions and investment.

5th February 2020

Good rates & good communicatiions

I have a 5 year bond with Close Bothers. I do nothing and the interest arrives automatically each year and I get an annual statement for tax purposes. Just what I want. No effort, no hassle and no admin.

5th February 2020

Extremely efficient

All correspondence is professionally produced and easy to understand. Customer service skills are second to none, on the occasions I have telephoned I have found their staff to be very pleasant and knowledgable.

5th February 2020

Absolutely superb company

I have been with Close Brothers for many years and haven't once considered changing. Indeed why would I. It’s the best. I have and would always recommend it’s first class service. without hesitation.