Financial education programme

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Executive retirement planning


At Close Brothers we have been offering specialist retirement planning courses and lifetime financial planning support to the most senior people in organisations for over 15 years.

Our retirement planning events provide a vision of the possibilities that exist in this next phase of their lives and enable a smoother and more positive transition from your business.

To view a sample agenda, please click here

Executives have the opportunity to meet and network with peers from other industries during these events, and can schedule a one to one meeting with all specialist speakers, to enable personal issues to be reviewed.

Events are held at a luxury UK venue, providing a peaceful, relaxing setting and a quality of surrounding that reflects the expectations of the attendees.

For further information or to reserve a place, please contact events@closebrothers.com

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0800 028 0208

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