Capital Asset Management

Capital Asset Management

Capital Asset Management locationCity of London, Greater London

(7 Reviews)
Capital Asset Management Reviews

Capital Asset Management Reviews

Review of Capital Asset Management by K Clemens
5 27/04/2018 K Clemens

The UK has got used to applying the term Financial Adviser to a whole group of different service providers - in a sense that is how we thought about Capital. We knew that this was an inappropriate term as most Financial Advisers we had come across over the years seemed to be in the financial sector for one reason alone - to use a client's wealth to better their own. We became aware of the term 'Fiduciary' in the USA, where we reside part-time. Curious, we looked up the meaning of the word and this is what it describes. "An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit". A perfect description of the team at Capital responsible for our well being. If you have never really been able to trust your financial adviser - give Capital a call.

Review of Capital Asset Management by Peter Dann
5 09/04/2018 Peter Dann

Charles and the team have provided clear and very sound financial advice in a way that as clients we find easy to understand and act on. His advice is backed up with rationale, evidence and very useful planning software but more importantly delivered with sensitivity to personal situations and ambitions.

Review of Capital Asset Management by Judy Harman
5 09/04/2018 Judy Harman

Trusted, transparent and super friendly personalised service. Great expertise combined with great patience in making the seemingly complicated clear to a non-expert. Can confidently recommend.

Review of Capital Asset Management by Trevor Goddden
5 19/03/2018 Trevor Goddden

I am a naturally cautious person and with the excellent service I get from Capital Asset Management I can relax knowing my investments are in safe hands.

Review of Capital Asset Management by David Butterworth
5 16/03/2018 David Butterworth

A professional boutique I.F.A that provide detailed analysis of assets, follow a diversified investment approach to financial planning and react to circumstantial change. The fees are transparent and fair, they generate the feeling of financial security and peace of mind, offering easy to follow logical guidance to safeguard the future. What more could you need..

Review of Capital Asset Management by Vivienne Watson
5 12/03/2018 Vivienne Watson

Excellent, personalised service from this team. Worked with them for a number of years with complete confidence and satisfaction.

Review of Capital Asset Management by James Baker
5 11/03/2014 James Baker

After putting off sorting out my finances for some time, a colleague introduced me to Capital Asset Management. I had a number of investments that I wanted advice on, as well as concerns about my pension and care costs for my elderly parents. Alan really helped me and my wife understand the complexities of our financial life and took the time to explain to us the best course of action. Having a clear and written plan which sets out our goals and objectives, as well as a trusted adviser to pull it all together feels like a weight off my mind - I wish we'd done it years ago!

Capital Asset Management

Click to rate:

Find companies like this!

Whatever your requirement, Bark will help you find local companies like Capital Asset Management.
Just post your project to Bark and we'll find the most suitable companies for you.

Capital Asset Management provides the following services:

Are you sure that you want to leave?