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About Us

Capital Wealth Research Consultancy is an experienced provider of flexible, timely and professional paraplanning and research solutions.

Who we are

From the outset, we have supported forward thinking Financial Advisers and Wealth Managers who recognise the benefits of outsourcing to profitably grow their business.

Capital Wealth Research Consultancy is a natural evolvement of the journey of its founding directors through the Financial Services industry. Having excelled through the graduate scheme provided by a leading AIM listed Wealth Management firm, our founders have diverse knowledge and experience gained from Independent Financial Advisory firms, Property and Pension fund management and Corporate Banking. This journey started pre-RDR and has resulted in our team being specifically headhunted from a diverse background such as Commercial Banking, the Bank of England and leading FTSE 100 and 250 firms.

Today, Capital Wealth Research Consultancy employs a focussed team, working from our offices in the heart of Birmingham’s Financial District, supporting the needs of Financial Advisers and Wealth Managers across the U.K. Each member of our team is highly qualified and committed to on going professional development.

Capital Wealth Research Consultancy formed as due to the ever changing, demanding and evolving nature of Wealth Management, Advisers and Wealth Managers alike struggled to devote the desired time and resource to their clients. By outsourcing their paraplanning and research requirements to Capital Wealth Research Consultancy, Advisers and Wealth Managers can confidently continue to grow their business safe in the knowledge that they have the support and expertise of our team. Our services are truly bespoke and in order to complement our clients' businesses, we are proud to be the first paraplanning and research consultancy to offer 24/7 access to one of our senior consultants. We strive to produce market-leading reports within a 5 working day service time. Unlike our competitors, we do not charge for work outside of our servicing deadlines.

Capital Wealth Research Consultancy is committed to the future of the Financial Services industry and this will soon see the launch of its very own Graduate Programme. We believe that instilling the correct skills and practices early in the working life of a finance professional will breed a better future for the industry as whole and we believe our graduates will take our ethos forward and bring a continued outstanding service to our clients..