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Our consultative approach allows us to form solid, long-lasting relationships built on trust and integrity. We will always tell our clients what they need to know, even if it’s not quite what they want to hear.

About us

CTT Private Client Wealth is a regulated company, offering individual professional advice and regulated services such as pension and mortgage advice to high-net-worth individuals to help them achieve their financial goals.

Based in the stunning Gables House, Leamington Spa, we work with clients that expect the best. We pride ourselves on being a centre of excellence, and the best is what we deliver. So we focus on consistently exceeding all of our clients’ high expectations.

Through our consultative approach, we build solid and long-lasting relationships.

Our specialist team at Private Client Wealth work with you, building a thorough understanding of your financial requirements in order to provide the most valuable advice and product recommendations. We provide a range of regulated services such as pensions and mortgage advice.

Meet the Team

Superior expertise in tax-efficient wealth protection.

Built on trust and integrity; we commit to telling you what you need to know, even if it isn’t quite what you wanted to hear. Utilising our vast experience and specialist knowledge, we look at the broader picture of our clients financial lifecycles to provide accurate and valuable advice.

From our first meeting with you, we will start looking at your current situation and see how we can help you to achieve your goals.

If you’re already a regulated service looking for technical support on matters of wealth management, visit our partner site CTT Private Client.

Our Services
01
Problem Solvers
02
Solution Providers

Our capabilities protect generated wealth for families and their generations to come. We highlight problems that have not yet been identified, resolving issues the client often
doesn’t know they have.

With our superior expertise in tax-efficient wealth protection we are able to offer your clients effective solutions to create a financial shield.

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

This is a citiation