Company Founders

Michael white is the managing director of capital wealth partnersMichael White

Managing Director & Founder

Michael has over 25 years of experience building financial services companies and advising high net worth clients on their wealth management requirements. He holds the Diploma of Personal Financial Planning and also travels the UK to speak at Seminars and Talks for the medical and dental professions.

Michael has had both a long and successful career in financial services working for some of the largest financial institutions in the industry. He has held positions at Gerrard Asset Management, Barclays Wealth and Smith & Williamson. His knowledge and experience has lead him to his current role as the managing director of Capital Wealth Partners and he and his team are looking forward to their continued success in the future.

“I have had a passion for financial services since the start of my career and have seen the difference diligent financial planning can make to people’s lives. There are so many things to consider when looking ahead, as circumstances change so do my clients financial needs and objectives. I have had the privilege over the years to see many of my clients enjoy the retirement we had diligently planned for them. Financial services to me is a way to change the lives of people for the better and I can’t think of another role where I could be as effective as I am in financial services”

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Alexander Ogden

Private Client Director & Founder

Alexander has worked in the financial services, investments and venture capital for the last 10 years and has completed the Diploma in Financial Planning making him qualified to provide un-restricted advice on investments, protection, pension and inheritance-tax planning.

Spending the early years of his career in the world of venture capital Alexander has gained an in depth knowledge of the entrepreneurial business landscape and has been instrumental in helping many companies expand to reach their full potential through  specialised, private equity fund raises. He continues to work closely with HMRC to create tax efficient funding wrappers such as SEIS and EIS for expanding businesses in the UK.

As one of our Private Client Directors Alexander deals with clients from £1 million – £50 million in gross assets. His work with high net worth clients has led him to become one of the leading advisors on Pension Lifetime Allowance in the UK which also bridges into advanced estate planning and tax efficient investing.

“I am one of the lucky people who can honestly say I love the work I do. Founding Capital Wealth Partners with Michael has created the opportunity to approach financial services in an entirely new way and engage with clients on a level that they can understand.

Diligently planning my clients financial portfolios and ensuring that they are performing at the optimum level is both a privilege and exciting challenge and I am looking forward to continuing to build new relationships with new clients as we expand the company.”

 

 

 

Capital Wealth Partners Limited is a company registered in England and Wales and are authorised and regulated by the Financial Conduct Authority.