If  your an Accountant or IFA, we can add value to your Business 
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Why work with us ?
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  • If you're an Accountant or IFA, we can help you attract new clients by offering valuable bolt-on services.

  • Let us share with you the proven "Blue Print" to how your competitors are using our services to attract new clients. These services are bespoke and accessed by invitation only. So let us invite you over.

  • Your competitors we assist are offering these services adding value to clients which currently separates their business from yours.

  • Capitalwise are also "happy to refer our clients" to you for financial services we do not offer, enabling us to develop a genuine and mutually beneficial working relationship.


Let us help you attract more clients

Benefits of working with us 

Attract new clients and added value

You will easily attract new clients to your firm as the services are bespoke, add value and are accessed by invitation only.

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Create Additional Revenue

Generate additional passive revenue into your business and create multiple valuable streams of income.

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Get ahead of your competitors

By offering additional valuable services to your clients, you will set your business apart from your competitors.

Bespoke High Return Investments
  • Capitalwise is fast becoming the first point of contact for investors looking to diversify their portfolio with short term, high return, fixed rate investments.

  • We pride ourselves in vetting investment opportunities that offer high yields in line with our clients requirements.

  • We are dedicated to undertaking a wealth of investment research through a diligent and structured framework, in order to ensure we stay at the forefront of investment planning offering our clients bespoke opportunities

  • we have high performing fixed income investments which are off market opportunities unavailable from traditional wealth management companies so it's worth exploring what we offer. 

Unique Investment Opportunities

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 Tax Saving Services
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  • Our associates work comfortability within legislation offering UK based proven tax saving structures and have been successfully helping clients for years.

  • We simply act as a bolt-on service and you can use us when required. We are already trusted by a number of reputable accountancy firms and business advisors, assisting clients to ethically reduce their tax bills.

  • Our associates are not an accountancy firm and therefore do not provide audit or general practice work, enabling them to freely assist accountancy firms without conflict.


  • Accountants we assist have the potential to reduced both corporation tax and person tax liabilities for qualifying clients.

  • The services offered are bespoke and UK based giving clients and accountants peace of mind.

Valuable & ethical Tax solutions for  your clients 


Book your Discovery Zoom Call today and see how we can add value to your Accounting or IFA business 

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 Testimonials From Happy Customers   :) 
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I have been working with Capitalwise to highlight their unique investment partnership to IFA's and wealth mangers I work with. If you operate in this space I would definitely recommend highlighting this to your clients.

Gareth Thomas

Founder & CEO
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Capitalwise have introduced me to some valuable tax saving opportunities which have been beneficial to our clients. Pro-active accountants looking to set themselves apart from their competitors should give these guys a shout.

Daryal Ede-Collis

Managing Director
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I find the team at Capitalwise very knowledgeable and a joy to work. They are always happy to help and have introduced me to a great service which I use for clients every month. I was not aware of these services at the time.

Steve Bowers

Managing Partner