Menu
  • LinkedIn

Capital Wealth – Passionate Leaders Innovating Paraplanning and Research Solutions

Passionate Leaders Innovating Paraplanning and Research Solutions

Capital Wealth Research Consultancy is a specialist provider of bespoke services to the financial services industry.

We pride ourselves on the exceptional quality and thoroughness of our methods, research and reports. By investing heavily in our people and technological analysis tools, we are truly market leaders in our field.

With the advent of the Retail Distribution Review and with compliance being an ever evolving entity, we closely liaise with professional compliance people and companies to ensure not only that we obtain an independent and objective opinion of the work that we carry out but more importantly that our work meets the robust and thorough standard of the Financial Conduct Authority.

We combine industry leading knowledge with industry leading technology allowing us to provide industry leading support to our clients.

Expert services that meet your needs

Research and Reports

Clear, Concise and Compliant Research and Reports delivered within our strict service times.

Service Times

We are committed to completing any commissioned work within our 5 working day service time.
We do not charge our clients for commissioned work outside of our strict service times.

Communication

We understand Financial Advisers and Wealth Managers require support outside of traditional office hours.
That is why we are proud to be the first within our industry offering our clients 24/7 access to their designated Consultant.

Transparent Terms

With clear terms and conditions and no hidden fees, Financial Advisers and Wealth Managers can factor our services into client servicing with greater ease.