Capital Wealth Partners
Capital Wealth Partners is a financial services company located in Solihull, England. Their team of expert financial planners provides comprehensive financial planning services to individuals and businesses. With a focus on personalized solutions, Capital Wealth Partners works closely with clients to help them achieve their financial goals.
Introduction to Capital Wealth Partners
Capital Wealth Partners is a financial services company located in Solihull, England. Founded with the purpose of helping clients achieve their financial goals, the company has a rich history of over 20 years of experience in the industry. What sets Capital Wealth Partners apart from other financial planners is their personalized approach to each client's financial situation, ensuring that each plan is tailored to their specific needs.Services & Products
Capital Wealth Partners offers a variety of financial planning services, including retirement planning, investment management, and tax planning. Clients can also take advantage of the company's expertise in estate planning, insurance planning, and business succession planning. Additionally, the company offers a range of financial products, such as mutual funds, stocks, and bonds.Location
Capital Wealth Partners is located in the Birchy Cross Business Centre in the charming town of Tanworth in Arden, Solihull. The area is known for its picturesque countryside views and is home to a variety of businesses, including shops, restaurants, and other professional services. There are several public transportation options in the area, including the Earlswood train station, which is 3.5 miles away, and the Henley-in-Arden train station, which is 5 miles away. The closest bus stop is the Tanworth Lane stop, which is a 10-minute walk from the business centre.Benefits
Choosing Capital Wealth Partners means choosing a team of experienced financial planners who prioritize their clients' needs above all else. With a focus on personalized financial planning, clients can rest assured that their plan is tailored to their unique situation. Additionally, the company's wide range of financial products and services means that clients can find everything they need in one place.Good to Know
Clients should be aware that Capital Wealth Partners operates on a fee-based model, which means that clients pay a fee based on the services they receive. However, this model ensures that the company's financial planners are always acting in the best interest of their clients, rather than receiving commissions based on the products they sell.Reviews
Clients consistently praise Capital Wealth Partners for their personalized approach to financial planning and their knowledgeable and friendly team of financial planners. Customers appreciate the company's transparent and trustworthy practices, making them a top choice for financial planning services in the Solihull area.Amenities
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free consultation -
online account access
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financial planning
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investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
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budgeting assistance
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credit counseling
FAQ
What types of financial planning services do you offer?
We offer a range of financial planning services including retirement planning, investment management, estate planning, tax planning and insurance planning.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning by getting to know our clients' unique needs, goals and financial circumstances. We then create customized financial plans that are tailored to each individual client.What are your fees and how are they structured?
Our fees vary depending on the services required and the complexity of the financial plan. We charge a fee for our financial planning services and do not receive commissions or incentives for any financial products recommended. Our fees are transparent and based on a hourly or project basis.What professional qualifications do your financial planners have?
Our financial planners are highly qualified professionals who hold a range of professional certifications including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Financial Analyst (CFA). We also have a team of specialists in specific areas such as tax and estate planning.Can you provide references or testimonials from satisfied clients?
We have a long list of satisfied clients who have provided us with positive feedback and testimonials. We are happy to provide references upon request and encourage prospective clients to read our reviews and ratings on independent review sites.Reviews
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Daniel Pollick
Superb advice re my LTA - just in a 30 minute call. Clear, engaged and actionable guidance from Alex Ogden - thank you.
17-06-2021
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Ross Gordon
17-06-2021
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Harvey Potts
Extremely informative and knowledgeable, would definately recommend
17-06-2021
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Gary Irving
I had a very useful conversation with Alex Ogden who provided very useful insight into Pension Lifetime Allowance, we reviewed options and Alex made recommendations that I will act upon. A very worthwhile call - thank you . Gary Irving
17-06-2021
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chris hunt
I had a very useful free 30min online pension planning discussion with Alex Ogden. No pushy selling, just expert, professional and helpful in responding to the questions I had. Thank you very much. Will certainly consider taking paid advice in future.
17-06-2021
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Joe Soap
Just spoken to Alex on pension life time allowance and he made it all clear. Following this call I now know exactly my course of action. Way better than the days of reading online articles. I strongly recommend Alex if you have any pension questions.
17-06-2021
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Greg Elton
Capital Wealth Partners have not only given me and my family an excellent service but I've referred them to clients of my own business who they've gone on to be great for too. Highly recommended.
17-06-2020
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Lawrence Heard
Recently met Alex to carry out a pension and investment review for my mother. His advice and approach was refreshing and professional. He gave clear advice that will be very beneficial in the coming years.
17-06-2020
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Peter
Alex has been providing me with pension and alternative investment advice for the past 3 years. During that time he has always been available to deal with my questions. Nothing is ever too difficult and he follows up his responses in writing. In addition to his own expert knowledge he has a professional network of advisers that cover areas he is not qualified to deal with. I have worked at a senior level in financial services and the city for 30 years and can say with confidence that Alex and his team are the best I have come across and can't recommend him highly enough.
17-06-2019
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Neil Pepin
If I could leave 6 gold stars, I would definitely do so! Thank you so much for taking the time to speak with me this morning, Alexander, and for such a clear and cogent explanation of my position in the amazingly complex area of the lifetime allowance - absolutely brilliant!
17-06-2019
