Loading...

Please wait ...

Find Investment Advisors Near You

Where do you need Investment Advisors?

Go
BBC
Daily Mail
The Guardian
Harpers Bazaar
Cosmopolitan
1

Tell us what you need

We’ll help you find an Investment Advisor. 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

Example requests

left arrow
right arrow

What is your current career stage?

Mid-career

What is your approximate annual income before tax?

£30,000 to £49,999

What is the status of your main residence?

Rented

What is the approximate value of your cash savings and other investments?

£10,000 to £29,999

Which of the following do you want help with?

General financial planning, Retirement planning, investment

Which location(s) would you consider to meet the advisor?

Advisor's office

Do you have any additional details

I'm an expat back in the uk until september so i need expat advice

What is your current career stage?

Approaching retirement

What is your approximate annual income before tax?

£50,000 to £79,999

What is the status of your main residence?

Owned outright

What is the approximate value of your cash savings and other investments?

£100,000 or more

Which of the following do you want help with?

General financial planning, Investment review, Retirement planning

Which location(s) would you consider to meet the advisor?

Advisor's office

Do you have any additional details

We are looking to invest approximately £250K now and another £200K in 2 years time and we are looking for investment advice.

What is your current career stage?

Approaching retirement

What is your approximate annual income before tax?

£30,000 to £49,999

What is the status of your main residence?

Owned outright

What is the approximate value of your cash savings and other investments?

£100,000 or more

Which of the following do you want help with?

Investment review, Retirement planning, Trusts or estate planning

Which location(s) would you consider to meet the advisor?

My home or office

Do you have any additional details

I am planing for retirement but need to sell a holiday home, after which I expect to have between £150,000 and £3000,000 to invest

Download our app

Reviews

4.90/5.00

based on 6,397 reviews

The average rating for Bark Investment Advisors is 4.90, based on 6,397 reviews.

Get quotes from Investment Advisors near you