Providing financial advice to individuals at all stages of their financial planning cycle

Whether you are assessing your finances for the first time or you want to know more about your retirement options, Capital Wealth Solutions Ltd can help

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We are independent financial advisers, which means our duty is solely to you – our client.

Why choose Capital Wealth Solutions Ltd?

Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past. Finances often take a low priority for many people because they are complex, but at Capital Wealth Solutions Ltd our clients appreciate our ability to make the financial advice process both simple and enjoyable.

Based in Chelmsford, we provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options, Capital Wealth Solutions Ltd can help, wherever you are in the UK. We also understand that you may have limited time available, therefore we offer telephone, video conferencing, email, office-based and home visits at a time to suit your needs.

Contact us today to begin your journey – we look forward to hearing from you.

Straightforward advice

At Capital Wealth Solutions Ltd, we ask the questions, investigate your future, give straightforward advice in plain English and find the right financial solutions for you. This is achieved by:

• Identifying your short, medium and long-term financial planning goals
• Clarifying precisely what you want from life
• Mapping out a route to get you there
• Making easy-to-understand product and investment recommendations
• Adjusting your plan during significant life changes and at regular reviews

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Our Approach

"We can't direct the wind, but we can adjust the sails."

Imagine the wind as a metaphor for life and all the twists and turns it presents you with; whether that’s financially, economically, politically or domestically are all things broadly outside of our control. The sails are your financial plans or resources. This statement perfectly encapsulates our approach to Wealth Management at Capital Wealth Solutions Ltd.

Since the very beginning, Capital Wealth Solutions Ltd has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make. By using Capital Wealth Solutions Ltd, you can be sure that your collective financial needs can be regularly reviewed, discussed and amended in an ever-changing financial climate.

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Meet the team

Any adviser can tell you their firm is different or that it’s the best. We let our clients decide whether that’s the case or not.

Our philosophy is fairly simple we endeavour to ensure our passion for highly personable client service is delivered by a team of people who are wholeheartedly committed to putting the needs of our clients and customers first.

We believe our advisers are personable, they are certainly well qualified and highly experienced, the testimonials you can find on this website and the independently verified Vouched For ratings service for IFA’s are evidence of this.

However the advisers are only as good as the team behind delivering on the promises made; all our admin team are approachable, dedicated to administering and liaising with our clients with the same level of integrity and efficiency as our advisers.

We’re incredibly proud of the team who make the firm what it is.

Please read through our adviser and staff profiles to discover a bit more about the wonderful CWS Team.

Meet the team