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
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.