At Capital Wealth Partners we pride ourselves in taking an innovative approach to wealth management. We try our best to keep things simple and use only proven providers with solid track records of performance and service.
Wealth Management is about connecting people, knowing which products and companies to work with to deliver the required result for our clients. As an independent advisory firm, we can make choices based on the best solution to suit your needs.
We don’t tie clients into long contracts and none of the planning we do for clients has exit penalties if they move to a different adviser.
The type of client we deal with
We work primarily with mid-high net worth clients ranging from £500,000 to £5,000,000 in wealth. That’s not to say we won’t work with clients outside of this range. However, we find that clients of this nature have similar kinds of requirements which allow us to be the specialists in this area.
We have a particular skill set in advising medical professionals such as Doctors, Dentists and Surgeons and also corporate professionals such as CEO’s, Stockbrokers and Corporate Lawyers.
Our Google Reviews
What our clients are saying
Alexander gave me clear and concise information relating to the pension Lifetime Allowance which has greatly assisted my planning for retirement. Capital Wealth Partners will be my first stop for investment advice and planning in the future.
Very helpful and speedy answer to my query about Lifetime Allowance for pensions. I feared I would be caught, but my mind has been put at rest! Thank you
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.
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!
Alexander Ogden of Capital Wealth Partners was extremely knowledgeable and very helpful when advising me about my pension arrangements and their tax implications recently. As important is Alexander's ability to explain complicated issues succinctly and clearly, and to provide advice in terms that are understandable to the layman - something that many advisers are unable to do. As a former banker and Managing Director of a financial services company, I value professional and clear advice - something that I received from Alexander.
Michael has over 25 years of experience building financial services companies and advising high net worth clients on their wealth management requirements. He holds the Diploma of Personal Financial Planning and also travels the UK to speak at Seminars and Talks for the medical and dental professions. Michael has had both a long and successful career in financial services working for some of the largest financial institutions in the industry. He has held positions at Gerrard Asset Management, Barclays Wealth and Smith & Williamson. His knowledge and experience has lead him to his current role as the managing director of Capital Wealth Partners and he and his team are looking forward to their continued success in the future.
Alexander has worked in the financial services, investments and venture capital for the last 10 years and has completed the Diploma in Financial Planning making him qualified to provide un-restricted advice on investments, protection, pension and inheritance-tax planning. Spending the early years of his career in the world of venture capital Alexander has gained an in depth knowledge of the entrepreneurial business landscape and has been instrumental in helping many companies expand to reach their full potential through specialised, private equity fund raises. He continues to work closely with HMRC to create tax efficient funding wrappers such as SEIS and EIS for expanding businesses in the UK. As one of our Private Client Directors Alexander deals with clients from £1 million – £50 million in gross assets. His work with high net worth clients has led him to become one of the leading advisors on Pension Lifetime Allowance in the UK which also bridges into advanced estate planning and tax efficient investing.