Here to help you

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives.

We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

What our clients say

“In 1971 whilst working as a Junior Hospital Doctor in the Midlands I first came into contact with Clive’s previous firm. I was very impressed with their understanding and approach to the financial needs of Medical professionals….Throughout my long and continuing association with Clive’s previous firm and now CW Capital Management (UK), I have always received the most reliable and dependable advice regarding all of my financial needs. I have found Clive to be very professional, amicable and approachable.”

Dharam P Maudgal Consultant Physician and Gastroenterologist, London

“I really needed help with my finances, CW Capital Management (UK) got everything in order and I’m grateful for their sensible and practical advice.”

MM Cardiff

“I know that I should have thought about financial planning sooner, but I didn’t. However, having listened to your advice, I do now feel that I can consider retirement knowing where I stand financially.”

NB Edinburgh

Want to know more?

To find out more or to arrange a meeting with us, please call
02036 425823 or email