Capital Asset Management
City of London, Greater London
(10)
City of London, Greater London
(10)
10 customer reviews
Irene Elliott
We really loved Capital’s holistic approach to financial planning. Not only have they done an amazing job putting our financial affairs in order and saving us lots in fees but they have also reinvigorated our lives. We have a new found passion for growth and change which would not have possible without their help. More...
Reviewed on Google Maps
Paul Sandler
The people at Capital are straightforward, transparent and easy to deal with. They plan sensibly, advise coherently and have certainly made my life less complicated. I'd have no reservation in recommending them. More...
Reviewed on Google Maps
adeel bashir
It was a great experience with the help of this leading company. They are trustworthy and knowledgeable professionals. Would like to recommend this company to all who need quality services!
Reviewed on Google Maps
Vivienne Watson
Excellent, personalised service from this team. Worked with them for a number of years with complete confidence and satisfaction.
Reviewed on Google Maps
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.
Reviewed on Google Maps
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.
Reviewed on Google Maps
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. More...
Reviewed on Google Maps
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.. More...
Reviewed on Google Maps
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. More...
Reviewed on Google Maps
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! More...
Reviewed on Google Maps
