Adviser Testimonials

Trusted by the industry's finest advisers

What wealth managers and financial advisers across 24 firms worldwide say about working with Carlton Crabbe and the Capital for Life team on IUL and PPLI structuring for their HNW and UHNW clients.

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Featured Review
“Carlton's knowledge and expertise is invaluable in the field of life assurance planning for HNW individuals and families. A clear communicator who can quickly craft a solution and is unrelenting on a successful delivery.”
Matt Tailford
Matt Tailford
Commercial Director, Hoxton Capital Management
$868m+
Total Life Cover Placed
$200m+
High-Value Life Cover
150+
Countries Served
24
Wealth Manager Partnerships
Carlton Crabbe and the team at Capital For Life have been an immeasurable asset. Carlton's experience in structuring solutions for our HNW clients has been a great benefit to our team, and the feedback from our valued clients has been unanimously positive.
Bob Bhowmik
Bob Bhowmik
Chief Operating Officer, SVN Capital
I've had the pleasure to work with Carlton and the whole team on a number of occasions. I've found them very professional and thorough when preparing UL cases for my clients. Carlton has a wealth of knowledge on his offering and the whole CFL team is first class in their work behind the scenes.
James Gormley
James Gormley
Senior Partner, Finsbury Wealth
Working with Carlton is a pleasure. He delivers a constant high level of quality work and is always responsive and communicative.
Hugh McGrenra
Hugh McGrenra
Business Development Manager, ARIA Capital Management
Carlton is an invaluable trusted advisor who identified creative solutions for my high net worth clients using specialised life insurance options. He is a true expert in this field and someone who increases the professionalism in this specialist area.
Marc Beattie
Marc Beattie
Director, Wealth Management Services
Carlton has been exceptional in helping us and our clients with the best support and guidance we could wish for. We will continue to use Carlton forever more and would highly suggest that everyone else does the same too.
Stefan Terry
Stefan Terry
Chief Executive Officer, SVN Capital
Carlton really stands out as a true expert within the market. Carlton has been instrumental as a trusted advisor to my high-net-worth clients because of his ability to provide specialised and creative life insurance products for retirement and estate planning.
Lloyd Simpson
Lloyd Simpson
Partner, Hoxton Capital Management
Carlton is clearly a highly experienced and specialist professional in his field. As a relative newcomer to Carlton's offering, I feel completely at ease putting complex life assurance cases his way in the confidence that he will manage the case thoroughly and in the best interests of the client.
Simon Bullock
Simon Bullock
Founder, Mulberry Bow
Carlton and the team at Capital for Life are knowledgeable, professional and responsive. I have always found them to be a pleasure to work with, and I have no hesitation in recommending them to fellow financial professionals.
Stuart J. Mizen
Stuart J. Mizen
Senior Investment Manager, SVN Capital
Carlton and the team at Capital for Life have consistently impressed me with their knowledge of the IUL marketplace and their ability to provide creative, bespoke solutions for clients with a variety of personal circumstances. They are professional, informative and always respond promptly — a genuine pleasure to work with.
Gareth Bowkett
Gareth Bowkett
Associate Director, Indigo Financial Analysis
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IUL and PPLI structuring for your HNW and UHNW clients, worldwide. Join 24 wealth management firms already partnering with Carlton Crabbe and the Capital for Life team.

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This page is intended for professional financial advisers and wealth managers only. Capital for Life Ltd is authorised and regulated in the United Kingdom. Registered office: 5 Brayford Square, London E1 0SG. www.capitalforlife.com · info@capitalforlife.com

The testimonials featured on this page represent the personal views and experiences of individual professionals and are provided for information purposes only. Past results are not indicative of future outcomes. Life insurance products referenced involve complex structures and are only suitable for certain client profiles. Independent professional advice should always be sought.