Tunnel

Former Allenbridge clients

View your holdings and make changes to your portfolio.

Lavender

Notification

Cofunds recent upgrade to the Aegon platform.

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New client portal

Online self-directed service

Our standard platform fee is just 0.25% per annum and you would not require an Intermediary. Contact us to check if we can hold your investments on our platform directly, and if so, how much you could save.

Contact us
new tax year

New Tax Year 2018/19

Open a Close Brothers Asset Management ISA or top up an existing one to make the most of your £20,000 tax efficient savings allowance. Capital is at risk. Tax benefits depend on individual status. Tax rules subject to change.

Find out more
   

Login to your portfolios below.

 

"My Portfolio"

Review your holdings which are not held on our platform.

"My Portfolio" login

Cofunds

View your Cofunds holdings and make changes to your portfolio.

Cofunds login

Fidelity FundsNetwork

View and make changes to your FundsNetwork portfolio.

Fidelity FundsNetwork login

Changes to Terms and Conditions

Our new Terms and Conditions are now available. A short summary of the key changes is included in the accompanying document below. 


Important documents

Cofunds Forms

Download forms to manage the accounts you hold on platforms other than our own.

For Cofunds use Intermediary number: 276291

FundsNetwork Forms

Download forms to manage the accounts you hold on platforms other than our own.

For FundsNetwork use Intermediary number: 0325066

   
Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.