Expert advice specifically tailored to entrepreneurs and their businesses
The journey to achieving your financial goals and aspirations starts with meeting with us.
We look forward to speaking with you.
Join our online webinar to find more about CWPW, the Founders and our services
Book a no obligation, online consultation to see how we can support your vision.
Book a no obligation, Tax Check & Review to discover tax-efficient tips and insights
Providing a full wealth management service through the power of advice and technology.
Providing a full wealth management service through the power of advice and technology.
Access our financial wellbeing portal to empower your knowledge.
Expert advice specifically tailored to entrepreneurs and their businesses
The journey to achieving your financial goals and aspirations starts with meeting with us.
We look forward to speaking with you.
Join our online webinar to find more about CWPW, the Founders and our services
Book a no obligation, online consultation to see how we can support your vision.
Book a no obligation, Tax Check & Review to discover tax-efficient tips and insights
Providing a full wealth management service through the power of advice and technology.
Providing a full wealth management service through the power of advice and technology.
Access our financial wellbeing portal to empower your knowledge.
Expert advice specifically tailored to entrepreneurs and their businesses
The journey to achieving your financial goals and aspirations starts with meeting with us.
We look forward to speaking with you.
Join our online webinar to find more about CWPW, the Founders and our services
Book a no obligation, online consultation to see how we can support your vision.
Book a no obligation, Tax Check & Review to discover tax-efficient tips and insights
Providing a full wealth management service through the power of advice and technology.
Providing a full wealth management service through the power of advice and technology.
Access our financial wellbeing portal to empower your knowledge.
Expert advice specifically tailored to entrepreneurs and their businesses
The journey to achieving your financial goals and aspirations starts with meeting with us.
We look forward to speaking with you.
Join our online webinar to find more about CWPW, the Founders and our services
Book a no obligation, online consultation to see how we can support your vision.
Book a no obligation, Tax Check & Review to discover tax-efficient tips and insights
Providing a full wealth management service through the power of advice and technology.
Providing a full wealth management service through the power of advice and technology.
Access our financial wellbeing portal to empower your knowledge.
The first step to becoming a client is to meet with us. Your first no obligation face-to-face online video meeting will be with our highly-skilled CWPW Wealth Manager.
The purpose of this meeting is for us to get to know you, your financial circumstances and your goals in order to see how we can build, preserve and manage your wealth.
After your first meeting, if both parties are happy to continue, our wealth manager will analyse, strategise, and develop a tailored and comprehensive financial proposal based on your financial needs, goals and aspirations. A second meeting will be arranged to present and discuss these recommendations.
Within your second meeting our wealth manager will advise you on their professional observations, recommendations and discuss your wealth strategy plan to help you to build, protect and preserve your wealth.
Once our 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.
We will start by searching and implementing the recommendations, solutions, and right products we believe best fit your wealth plan.
Our wealth manager will actively track and manage your plan to make adjustments as and when necessary.
We regularly review and work seamlessly with you and our team of skilled specialists to effectively ensure the most suitable recommendations ensuring that your wealth works for you .
Our wealth planning and management of your portfolio is strategically developed on the ‘whole-financial-look’ approach. This simply means that we want to manage and keep you and your full wealth in the picture, so that you always have an informed insight into every aspect of your wealth.
Become part of an exclusive network, and let us help you build the future you want to see.
A full service modern boutique wealth management firm. Providing face-to-face advice combined with technology.
City Wharf Private Wealth
York House, 23 Kingsway, London,
England, WC2B 6UJ
020 3026 0915
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.
