Capital Wealth Solutions: What Former Pension Clients Need to Know

Capital Wealth Solutions: What Former Pension Clients Need to Know

Capital Wealth Solutions Limited (FRN 536958) was an FCA-regulated firm that advised clients on pension matters, operating also under the trading name Capital Wealth Solutions Managed Direct. The firm was incorporated in November 2010 and is now dissolved, its FCA authorisation having been withdrawn.

Approved persons who worked at the firm and were registered with the FCA include James Austin Caviel, Peter Bridges, Samuel Edwards, Barry John Summers and Peter Graham Crawford. Where advice given by these individuals was unsuitable, or where pension transfers were recommended without proper regard for the client’s circumstances, those clients may have a compensation claim.

Pension advice is one of the most consequential forms of financial guidance a person can receive. The decision to transfer or invest pension savings has long-term implications for retirement security, and the standard of care required of advisers is correspondingly high.

If you received advice from Capital Wealth Solutions and believe that advice was unsuitable, or if your pension money did not perform as you were led to expect, you should have your case reviewed by specialists. The passage of time does not necessarily remove your right to claim.

Book a free consultation with our team. We will carry out all the investigative work on your behalf at no cost to you. If your claim is not successful, you will not pay a penny.

Get Help With Your Claim

If you had dealings with Capital Wealth Solutions Limited and are worried about your money, please book a free consultation with our team. You may feel embarrassed about what has happened, but you should not. You were let down by people who had a professional and legal duty to act in your best interest. We will carry out all the investigative work on your behalf, at no cost to you. If your claim is not successful, you will not pay a penny. Call us during office hours or email hello@claimmyloss.co.uk — we are here for you.

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