Capital Wealth Partners - Solihull

Capital Wealth Partners is a highly respected financial planner located at the Birchy Cross Business Centre, 6, Tanworth in Arden, Solihull B94 5DN, United Kingdom. The company can be reached by phone at 1213961167 and through their website at capitalwealthpartners.co.uk.

Specializing in financial planning, Capital Wealth Partners has garnered a reputation for excellence, with a 5/5 average rating on Google My Business. They are also known for their wheelchair-accessible facilities, including a car park, entrance, and toilet.

Many clients have praised the company's dedication to customer service and expertise in the field. For instance, Alex has been providing pension and alternative investment advice for three years and has consistently been available to address clients' questions. His ability to provide written follow-ups and access a network of professional advisers has further solidified his reputation as an invaluable resource in the financial planning industry.

With their exceptional customer service and expertise, Capital Wealth Partners is highly recommended for anyone seeking a reliable financial planner in the United Kingdom.

👍 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 H.

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 B.

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 S.

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.

Gary I.

5/5

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

Adam H.

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.

V. C.

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 W.

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.