Capital Wealth Partners - Solihull

Capital Wealth Partners

Capital Wealth Partners es una empresa de asesoramiento financiero con sede en Tanworth in Arden, Solihull, B94 5DN. La empresa cuenta con un equipo de expertos en planificación financiera y asesoramiento en inversiones alternativas.

Características

Experiencia: Alex, el director de la empresa, tiene una amplia experiencia en la industria financiera, con más de 30 años de experiencia en finanzas y más de 3 años de experiencia en asesoramiento financiero.
Conocimiento: Alex tiene una profunda comprensión de la planificación financiera y las inversiones alternativas, y tiene una red de profesionales que cubren áreas que no están dentro de su especialidad.
Atención al cliente: Alex es conocido por su disponibilidad y respuesta a las preguntas de los clientes, y siempre sigue entrando en contacto con sus clientes a través de correo electrónico.
Accesibilidad: La empresa tiene un centro de negocios accesible para sillas de ruedas, con un estacionamiento para sillas de ruedas y un baño accesible.

Otros datos de interés

Ubicación: La empresa se encuentra ubicada en Birchy Cross Business Centre, 6, Tanworth in Arden, Solihull B94 5DN.
Teléfono: 01213961167
* Página web: capitalwealthpartners.co.uk

Opiniones

Según los clientes de Capital Wealth Partners, la empresa ofrece un servicio de alta calidad y muy personalizado. Alex es conocido por su profesionalismo y dedicación a sus clientes, y su equipo es muy apreciado por su conocimiento y experiencia.

Recomendación

Si estás buscando un asesoramiento financiero confiable y personalizado, Capital Wealth Partners es una excelente opción. Con su equipo de expertos y amplia experiencia, pueden ayudarte a alcanzar tus objetivos financieros. Visita su página web para obtener más información y contactar con ellos. No dudes en contactarlos para obtener asesoramiento financiero de alta calidad Visita su página web

👍 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.

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.

vaun 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.

Neil P.

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!