Capital Wealth Partners

Independent Financial Adviser  Unit 6, Worcester, Worcestershire, WR5 2JG
First meeting at adviser's own cost
We understand that Financial Services can be complicated, which is why we pride ourselves in offering you a fresh approach to the topic. | *Online Video Meetings Available During Coronavirus Restrictions
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Alexander Ogden
Private Client Director
Michael White
Managing Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

We have over 25 years of experience in financial services and advise clients from business start-ups up to retired executives.

We are happy to initially discuss your situation free of charge to allow us to see if we can help, and in some cases, point you in the right direction if financial advice isn't something you need.

We are based Tanworth-In-Arden, in Solihull, and work from a barn conversion office that we have recently finished refurbishing. We are local to many towns in the surrounding area such as Knowle, Dorridge, Henely-in-Arden, Solihull and are regularly in central London where we also have clients who are based in the city.

We pride ourselves on being great communicators. We take time to meet with you and understand how we can help and then provide regulated advice on the best way to achieve this

Our services

We can offer you expert advice on:

Pension Reviews - Will your pension be enough to look after you in retirement? | Could you benefit from pension consolidation? | Is your pension performing as well as it could be? | Does your pension reflect your attitude to risk?

Investments Review - Are you using all of your tax-free allowances by spreading your investments over various tax wrappers? | Are your savings producing a good return on investment?

Estate Planning - Do you know your estate's current exposure to inheritance tax? | Do you know about insurance policies that can be used to mitigate inheritance tax?

Life insurance - Do you have the right life insurance for you and your family? | Do you own a business and want to claim your life insurance as a business expense?

Whatever financial advice is you need, we will do our best to help.

Where to find us
Head office address: Unit 6, Solihul, B94 5DN
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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