Capitalise Wealth Management

Founded in 2017, Capitalise Wealth Management is an independently owned firm of Chartered Financial Planners based in Solihull, UK. The company provides holistic financial planning and discretionary investment management services to a select number of private clients, business owners, trustees, and charities. Their mission is to help clients achieve their financial goals through long-term, trusted relationships and personalised, evidence-based advice. The firm is directly authorised and regulated by the Financial Conduct Authority (FCA).