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Services

Our services are truly bespoke as no two clients or advisers are the same. We aim to provide you with a flexible service, tailored to your needs within our industry leading servicing targets.

We offer support across the whole financial planning landscape and have specialist consultants who you can liaise with 24/7 ranging from, but not limited to, Drawdown, SIPP/SSAS Corporate Financial Planning, Investments, Pensions, Mortgages, Protection and Inheritance tax and trust planning.

We believe in investing in our infrastructure and technology to ensure we remain market leading in our approach. Our consultants use the latest technology from leading investment analysis providers such as Morningstar’s Adviser Workstation and Financial Express’s Analytics platform.

Pensions

Our consultants are well versed in Pension Legislation and can provide support from simple Personal Pension research and report writing requests to more complex SSAS Allocation of Growth advice and everything in-between. Our team consists of expert pension consultants who can provide Advisers and Wealth Managers advice across this complex and ever changing landscape.

Investments

Our consultants have a strong economic background and can provide expert support across the Investment landscape. By utilising industry leading tools such as Morningstar's Adviser Workstation and Financial Express's Analytics, our services range from Suitability Reports, Portfolio Evaluations and in depth Annual Reviews.

Mortgages and Protection

Our consultants have a strong Mortgage and Protection background having progressed through a leading global banks Mortgage and Protection training programme renowned for it's stringent compliance checks and reports. We are proud to offer this expertise to our clients, which allow us to continue delivering market leading support services.

Bespoke Services

Capital Wealth Research Consultancy is proud of the varied and high level of expertise our team can deliver. Therefore we can offer bespoke support services ranging from, but not limited to:

  • Inheritance tax and trust planning.
  • Full SIPP planning
  • Full SSAS planning
  • Loanback's and Unquoted share purchases via pension scheme's
  • Allocation of Growth
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By getting the technological foundations of our business correct we whole-heartedly believe our clients reap the benefits

Technology and Infrastructure

We have a dedicated Capital Wealth Research Consultancy IT department who support our every need with the aim to provide our customer the most efficient service possible. We have designed a bespoke technology infrastructure to ensure safety, quality and speed of service.

To illustrate how serious we take the technological part of our business some of our infrastructure components are listed below.

Latest Industry Leading Technologies
  • Cloud Based Hosting on Microsoft Windows Server 2012
  • Cloud Hosted Microsoft Exchange 2013 Mail Services
  • Installed, configured and maintained Anti-virus
  • In built malware to protect from transfer of malicious software through emails
  • Cross browser report compatibility
  • Regular updates of tools and software to avoid security breaches
Safety Centric
  • 24/7 Monitoring of server activities
  • Management and maintenance of group memberships and permissions for files and folders
  • Bespoke file structure implementation
  • Management of permission to requested shared files and mapped drives
  • Data Loss Prevention protection of sensitive data
Customer Benefits

We believe that investment in our technological foundations gain us increased efficiency, the highest level of security and compliance, a reduction in our carbon footprint, the ability to react and adapt fast in advance in technology and the to ability to cope with increased customer demand easily.

World class operation

By getting the mechanics of our business correct we whole-heartedly believe our clients reap the benefits. We will continually invest in our IT infrastructure allowing us to always keep one step ahead of our competitors and to provide our clients a consistent high quality service.