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Derek J Wilson

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All reviews (3)

Review of the Close Brothers Savings, Savings:

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Good Returns over the Long Term

Close have managed our savings for nearly 20years. Had we managed our portfolio ourselves we would not have achieved such good returns. Reviewed on: 10th February 2023

Review of the Close Brothers Savings, Savings:

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Very Professional Wealth Managers

My wife and myself have used Close since 2006 to manage our savings Portfolio. They ensure we have the risk profile we feel comfortable with and the Adviser visits, face-to-face twice a year, enable us to review our portfolio in detail and make adjustments where appropriate. Reviewed on: 12th April 2021

Review of the Close Brothers Savings, Savings:

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Trusted Adviser

Close have managed our savings and investments since we retired in 2006. They are very careful to ensure we are comfortable with the level of risk involved and our Adviser, who visits twice a year, is an absolute professional. Reviewed on: 11th January 2019

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