Network & Relationships

Partners.

A growing record of professional relationships — IFAs, private banks, wealth managers and business networks — built over time as JWC's network evolves.

Important — Please Read

The relationships listed on this page are often referral-only and vary significantly in nature. Some are active introduction channels; others are simply relationships of record — noted here for transparency and context, not as active service recommendations.

Not all relationships on this page produce financial gains by referral. JWC does not receive commission from every partner listed, and where a referral fee applies, this will be disclosed to the client before any introduction is made.

Nothing on this page constitutes financial, investment or legal advice. All third-party services are independent of JWC Capital and clients should conduct their own due diligence before engaging any partner firm.

Partner Record

Relationships by Date.

Most recent first. Updated as new relationships are established.

MAR

2026

Credit Intelligence · Mortgage Preparation

CheckMyFile

Referral OnlyActive Channel

CheckMyFile is the only UK service that shows your credit report data from all three major agencies — Experian, Equifax, and TransUnion — simultaneously. Understanding your full credit picture before any mortgage or finance application is the single most effective way to avoid avoidable declines. A natural fit for JWC clients preparing for bridging, development, or residential mortgage applications.

Active channel. Referral benefit applies — disclosed to clients. Free 30-day trial available.

MAY

2026

Private Banking · Commercial Finance

Arbuthnot Latham

Referral OnlyRecord Only

Arbuthnot Latham is a UK-based private and commercial bank with a heritage stretching back to 1833. It offers private banking, wealth management and commercial lending to high-net-worth individuals, entrepreneurs and growing businesses. The relationship is noted here as a developing connection at the intersection of private banking and commercial property finance — relevant for clients seeking a relationship bank alongside specialist brokerage.

Developing relationship. UK private and commercial banking heritage since 1833.

APR

2026

Private Banking · Wealth Management

Lombard Odier

Referral OnlyRecord Only

One of the oldest and most respected private banks in Switzerland, founded in Geneva in 1796. Lombard Odier serves high-net-worth and ultra-high-net-worth individuals and families across investment management, estate planning and structured finance. A relationship of record reflecting access to international private banking at the highest level.

Relationship of record. International UHNW private banking.

MAR

2026

Private Banking · Investment Management

Julius Baer

Referral OnlyRecord Only

Zurich-based Julius Baer is one of the world's leading dedicated wealth managers, operating in over 60 locations globally. Specialising in investment management, wealth structuring and private banking for international clients. Noted here as a relationship of record — for clients requiring Swiss private banking or international asset management at scale.

Relationship of record. Swiss private banking and global wealth management.

FEB

2026

Independent Financial Adviser

Oculus Wealth — Charles Moody

Referral OnlyActive Channel

Charles Moody is an independent financial adviser at Oculus Wealth, providing whole-of-market advice to private clients across investments, pensions, protection and tax-efficient planning. FCA-regulated. For JWC clients requiring independent financial advice alongside property finance — this is a trusted introduction point for holistic wealth planning conversations.

Active introduction channel. IFA for holistic wealth planning referrals.

JAN

2026

Venture & Business Network

Venture Knoll

Referral OnlyRecord Only

Venture Knoll is a business and venture network connecting founders, investors and operators. Noted here as an early relationship in JWC's partner network — relevant for clients at the intersection of business ownership, growth capital and property. Details evolving as the relationship develops.

Early-stage network relationship. Business and venture connectivity.

Network Growth

Professional relationships built over time.

JWC's partner network is deliberately curated — quality of relationship over quantity of entries. New connections are added as trust is established and complementary client needs emerge.

IFA & Wealth Management

Whole-of-market advisers for holistic financial planning introductions.

Private Banking

Swiss and international private banks for UHNW client connectivity.

Business & Venture Networks

Founder and investor communities at the intersection of business and property.

Partner listings are provided for transparency and context only. JWC Capital does not endorse or guarantee the services of any listed partner. Referral fees, where applicable, are disclosed to clients prior to any introduction. Not all partners listed produce financial gains to JWC by referral. All partner firms are independent third parties — clients should verify credentials and conduct their own due diligence independently.

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