BECOME A CLIENT
Become part of an exclusive network, and let us help you build the future you want to see.
Book a no obligation, online consultation with a CWPW Wealth Manager and find out how we can help you to build, preserve and manage your wealth.
Simply book a day and time that best suits you, sign up to our online consultation portal and answer our simple pre-meet questions.
Your first online video meeting will be with a CWPW Wealth Manager. The purpose of this meeting is to get to know you, some of your financial objectives, dreams and goals.
To allow our wealth manager to prepare for your first meeting. You will be required to complete some simple online pre-meet questions. This will be found within your dashboard.
After your first meeting if both parties are happy to continue. A financial proposal will be analysed and developed. A second meeting will be arranged to present these recommendations.
Once your wealth manager has discussed your wealth strategy plan, our charges and how we work. If both parties are happy, we will begin our working relationship with you.
The first step to becoming a client is to meet with us. Let's explore how we can work together.
A full service modern boutique wealth management firm. Providing face-to-face advice combined with technology.
City Wharf Private Wealth is a trading name of City Wharf Private Wealth Ltd. City Wharf Private Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.’ City Wharf Private Wealth Limited is registered in England and Wales, Number 12529461. Registered Office York House, 23 Kingsway, London, England, WC2B 6UJ.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.