Firstly, we like your ethos. Your focus on well-rounded investment planning and ongoing training resonates well with our focus on developing added value investment management relationships. We take a similar approach in providing professional and long term value to our clients as you do to yours, and it is this approach that has allowed Close to win the recent PAM award for client service.
We like working with like-minded professionals too. IFP members choose to deliver a strong, value- driven service to clients. We also believe the ongoing training and qualifications that IFP members seek to achieve are values that we feel closely aligned to.
What we can offer in return? Close's core investment premise is to deliver true risk-adjusted returns, built around the cashflow requirements of individual clients. As a result, our focus is geared towards the optimisation of asset allocation and client management to achieve the strongest risk adjusted return possible for that client.
This can be judged through volatility or drawdown periods to allow the planner, Paraplanner and client a greater degree of transparency in their decision making. We believe this transparency leads to clarity of understanding and a basis for building long term relationships with both client and planner.

Our active risk-adjusted multi- manager approach can be adopted by Financial Planners in a thoroughly flexible manner, both in terms of platform, wrap and investment style. The core is to ensure the optimal risk balance for the required return outputs over time. Close offers passive, active and target return investment propositions to meet all needs and are generally style and asset class agnostic, which allows for full flexibility in terms of choice for Planners or Paraplanners.
Our opportunity to talk - with the omnipresent RDR fast approaching and in light of the recent adviser acquisitions we have made, we believe we are in a unique position to be able to provide both guidance at a business level and a product set to help smooth your RDR transition process.
So whatever your current interest why not book a date to discuss it with us – we look forward to meeting you at the IFP Conference in the autumn and we are delighted to talk to all members.