Capital Wealth Partners Tanworth in Arden, Solihull B94 5DN
About the Business
Welcome to Capital Wealth Partners, an esteemed financial institution located at the Birchy Cross Business Centre in Tanworth in Arden, Solihull. Established as an industry leader in the world of finance, Capital Wealth Partners is committed to providing exceptional financial management services that cater to the unique needs of our clients.
At Capital Wealth Partners, we understand that every client has different financial goals and objectives. That is why our team of skilled financial experts work closely with each client to gain a comprehensive understanding of their individual needs and design customized solutions to achieve their financial aspirations. We are passionate about providing our clients with intelligent and personalized advice on investments, wealth management, retirement planning, tax planning, and insurance solutions.
Our institution boasts a team of experienced professionals who possess diverse backgrounds in finance, economics, and business management. We are committed to equipping our team with the latest industry knowledge and best practices to deliver results to our clients. Our staff undergoes regular training to ensure that we stay up-to-date with the latest market developments.
At Capital Wealth Partners, we believe in transparency, confidentiality, and trust in all our engagements with our clients. As such, we work tirelessly to ensure that our clients receive comprehensive reports and insightful analysis on their accounts. Our clients can rest assured that their financial data is safeguarded in line with the highest industry standards and compliance regulations.
Our office is strategically situated in a serene area, providing our clients with a comfortable and conducive environment to discuss their financial needs. We invite you to visit us at the Birchy Cross Business Centre in Tanworth in Arden and experience our comprehensive financial management services firsthand.
Contact us today to schedule a consultation with one of our experienced professionals and take the first step towards achieving your financial goals.
Photos
Location & Phone number
Birchy Cross Business Centre, 6, Tanworth in Arden, Solihull B94 5DN, United Kingdom
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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"
"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."
"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."
"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."
"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."
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