Capital Wealth Partners - Solihull

Capital Wealth Partners is a reputable financial planning firm located at Birchy Cross Business Centre, 6, Tanworth in Arden, Solihull B94 5DN, United Kingdom. They can be reached at 1213961167.

Specialties

Capital Wealth Partners specializes in financial planning, offering expert advice on pension and alternative investments. They are dedicated to providing personalized and professional services to their clients.

Accessibility

Their location is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients can access their services comfortably.

Opinions

According to Google My Business, Capital Wealth Partners has received an impressive average rating of 5/5 from 16 reviews. Clients have praised their responsiveness, professionalism, and expertise. One client stated, "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."

Recommendation

Capital Wealth Partners is a reliable and professional financial planning firm, dedicated to providing expert advice and personalized services. Their commitment to accessibility and excellent client reviews make them an excellent choice for anyone seeking financial planning services. Visit their website at capitalwealthpartners.co.uk to learn more and get in touch with them today.

👍 Reviews of Capital Wealth Partners

Peter

5/5

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.

chris hunt

5/5

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.

Nicholas Bradley

5/5

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.

Joe Soap

5/5

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.

Adam Hextall

5/5

Incredibly helpful advice by alex and he took the time to speak to me. I had sone questions around the lifetime allowance and he was very clear and we discussed my needs and let me make a much better decision moving forward for my pension arrangements. Can't recommend him enough. Thank you.

vaun campbell

5/5

I found it quite difficult to identify pension experts who could offer any advice without it seemed, exorbitant fees. It was therefore very pleasing after contacting CWP to have delivered sound advice in a much more understanding manner. CWP’s approach is fresh and different and I would recommend them to provide excellent impartial advice whether it’s to do with pensions or other financial matters.

Michael White

5/5

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.

Neil Pepin

5/5

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!