Loading...

Please wait ...

Find Investment Advisors near you

Where do you need Investment Advisors?

Go
BBC
Daily Mail
The Guardian
Harpers Bazaar
Cosmopolitan

Need help finding an Investment Advisor?

You can find the best Investment Advisors on Bark. Start your search and get free quotes now!  

First time looking for an Investment Advisor and not sure where to start? Tell us about your project and we’ll send you a list of Investment Advisors to review. There’s no pressure to hire, so you can compare profiles, read previous reviews and ask for more information before you make your decision. 

Best of all - it’s completely free!

1

Tell us what you need

We’ll help you find Investment Advisors. Help us refine your search by telling us your requirements and we’ll contact service providers in your area to help you.

2

Receive Free Quotes

You’ll receive free quotes from professionals and get quick notifications via our website or app. We make sure we do the leg work for you!

3

Choose your Investment Advisor

Pick from some of the best providers in your area. With easy access to reviews and direct contact with Investment Advisors, you can be confident with your choice.

Pick the best

Investment consultancy and investment services for individuals and businesses. Let Bark find you local professionals within minutes - for free!
Captec Wealth Group profile image
C

Captec Wealth Group

London

‘19 Certificate of Excellence

The Captec Wealth Group was established in 2015 to absorb as much of the stress and time involved in growing and managing an active investment portfolio, whilst reducing costs and securing discounts wherever possible. We aim to help our clients maximise their returns from property & other investment products in a hassle free way to free up time for the things that really matter. The Captec Wealth Group of companies have been structured to work hand in hand to source and provide bespoke investment products based on our individual client’s requests. Featured Investment: - Invest from: £25,000 - Returns: 12% per year - Fixed-Income Investment - Invested money is Asset Backed for security - 1-7 year term (exit option every 12 months) - Investing with extremely successful UK property developer Please enquire to find out more and one of the team will be happy to help.

View Profile

Hear from
a professional

What do you love most about your job?

Helping all levels of investors from someone buying their first investment property and just starting out on their investment path, through to working with extremely active and successful property investors. The model I have applied from my financial background has had an extremely positive response rate from my investors as we make investing into property as simple and strategical as it can possibly be.

What inspired you to start your own business?

I established The Captec Wealth Group as I believe that with the right support, structure and access to the right properties and associated products (finance, furniture packs etc), everyone has the potential to gain financial freedom through smart property investing.

Owning and managing multiple properties, especially when spread over different areas in the UK can become a burden, which causes many to limit their progression, which hinders their ability to achieve their goals.

Why should our clients choose you?

Captec represent our investors on the purchase of their property.
We aim to secure a 10-15% discount on any property that we present to our clients.
We are then able to cater for every stage of your property journey:

Updates on build - finance options - re-assignable contracts - tenant sourcing - lettings management - resale/refinance - furniture packs - legal representation - insurance

We believe that investing in property doesn't need to be complicated and involve working with multiple different companies, which often leads to stress, deadlines being missed, budgets being over spent, and ultimately... stress.

Captec provide 1 point of contact to reduce your costs and increase your control and knowledge of how to grow a property portfolio in a calculated, strategical approach. Full due diligence and market analysis packs to back up any claims we make, then please enquire and we will be happy to help.

MINIMUM CASH REQUIREMENT FOR INVESTMENT: £10,000

Read More

Reviews

4.92/5.00

based on 23,295 reviews

Excellent meeting with Shaun. Very pleasant, personable and professional. Have now become a Castra client.. 5 stars..

10 Feb 2024

Had a meeting today with Shaun at Castra.. Highly recommend. Almost 2 hr meeting very personable.. Kath the receptionist was also super nice. Recommended..

09 Feb 2024

Personal, simple and straightforward advice which makes the experience and process a great one.

29 Oct 2023

Get quotes from Investment Advisors near you