Need help with a claim involving Capital Wealth Solutions Limited

If you’re worried about losses from a transaction involving Capital Wealth Solutions Limited and are considering compensation, our experts can help. We’ll review your case thoroughly to determine what happened, who’s responsible, and how much you could potentially recover.

If you invested or transferred a pension through Capital Wealth Solutions Limited, also known as Capital Wealth Solutions Managed Direct, and you have concerns about what happened to your money, our team can help.

No win, no fee

If you don’t get paid, then you pay nothing. If you get paid, we take a pre-agreed percentage based on how much money you receive for your peace of mind.

Capital Wealth Solutions Limited

Capital Wealth Solutions Limited (FRN 536958) was an FCA-regulated firm that operated in the pensions sector, also trading as Capital Wealth Solutions Managed Direct. The firm was incorporated in November 2010 and is now dissolved, with its FCA authorisation having been removed.

The firm employed a number of FCA-approved persons during its operation, including James Austin Caviel, Peter Bridges, Samuel Edwards, Barry John Summers and Peter Graham Crawford. Former clients who were advised by the firm and believe they received unsuitable pension advice, or who transferred their pension on the basis of recommendations they later found to be problematic, may have a compensation claim.

Our team will review your case and advise on whether a claim through the FSCS or another route is available based on your individual circumstances.

Issues / Why You May Have a Claim

Pension advice carries a high duty of care. Where clients were advised to transfer or invest their pension savings by Capital Wealth Solutions and those recommendations turned out to be unsuitable, those clients may have suffered real financial harm and may be entitled to compensation.

When it comes to Claims,
we won’t waste your time or ours.

This is why we have a 82%* success rate on submitted claims in similar circumstances to Capital Wealth Solutions Limited

*82% success rate is an accurate figure based on pension and investment related claims submitted and concluded between 1st December 2020 to 1st August 2024.

Latest FSCS Update

Our team is currently working to obtain the latest update on this company. Please check back later for further information.

If you believe you may have been affected, please book a free consultation with our team. We will carry out all the investigative work on your behalf. If your claim is not successful, you will not pay a penny. You can call us during office hours or email hello@claimmyloss.co.uk – we are here to help.

Our Process for Making a Mis-sold Claim

Initial Consultation

Start a free consultation to understand your situation and help you decide on the best course of action.

Collect & Review Agreements

We”ll collect and review your documentation of the advice given, pension transfer details, and evidence of any financial losses.

Submit a Claim

We will formally submit your claim to the relevant parties, clearly outlining why you’re entitled to compensation.

How much is your financial adviser claim worth?

Use our Claim Calculator 

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