How does the advisor help clients – Key Takeaways:
CapitalWorks Management (Guernsey) Limited is a trusted financial services company that helps clients to achieve their financial goals through expert advice and management. The company offers a wide range of services and caters to a diverse clientele, making it a reliable choice for individuals and businesses looking for financial guidance.
Facts and Insights
Founded in 2004, CapitalWorks Management (Guernsey) Limited has been in the business for over 15 years and has established itself as a leader in the financial services industry. The company focuses on providing personalized and comprehensive solutions for every client, taking into account their unique financial situation and goals.
As of December 2020, the company has assets under management of £1.2 billion, with a team of 30 experienced and qualified advisors. This demonstrates the company’s strong financial presence and its ability to manage a large portfolio of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 2004 |
| Assets Under Management | £1.2 billion |
| Number of Advisors | 30 |
| Time in Business | 15 years |
Financial Services Offered
CapitalWorks Management (Guernsey) Limited offers a wide range of financial services to cater to the diverse needs of its clients. These include investment management, retirement planning, tax planning, estate planning, and risk management. The company also provides financial education and guidance to help clients make informed decisions.
Client Types
The company serves a diverse clientele, including individuals, families, and businesses. This includes high-net-worth individuals, professionals, entrepreneurs, and corporate clients. The company’s personalized approach ensures that each client receives tailored solutions to meet their specific financial goals and needs.
Fees & Compensation
CapitalWorks Management (Guernsey) Limited charges a fee based on the services provided to clients. The company is transparent about its fees and discloses them to clients upfront, ensuring no hidden costs or surprises. This fee-based structure ensures that the company’s interests are aligned with its clients, promoting trust and accountability.
Background
CapitalWorks Management (Guernsey) Limited is a subsidiary of CapitalWorks Investment Partners, a global investment management firm. The company operates with a strong foundation of values, including integrity, transparency, and trust, which has earned it a solid reputation in the financial services sector.
Financial Advisor Disclosures to Know
Clients should be aware of the following disclosures regarding CapitalWorks Management (Guernsey) Limited:
- The company is registered and regulated by the Guernsey Financial Services Commission, ensuring compliance with industry regulations and standards.
- CapitalWorks Management (Guernsey) Limited has no disciplinary actions or legal proceedings against it, ensuring a clean track record.
- The company has professional indemnity insurance to protect against any potential claims or losses.