Capital Asset Management FP Ltd

Capital Asset Management FP Ltd

Category: Independent Financial Advisers | show me more

Address: 1 College Hill
College Hill
London
London
London
EC4R 2RA

Landline: 020 7398 6600 Landline: 020 7398 6600

 Website: www.capital.co.uk
 Website: Visit Website
 Message now

 investment, isa, mortgage, pension, sipp, tax planning, finacial planning, IHT, Guidance

Report a problem with this listing

Business Profile

Specialist Services Our financial planners are amongst the highest qualified in the industry
We offer a clear and transparent remuneration structure - we do not hide behing obscure and expensive commisison arrangements.

Capital Asset Management Financial Advisers (Independent)

Capital is a boutique Financial Planning firm specialising in the creative sector. Awarded Chartered Financial Planning Firm of the Year (2017/18) by the Personal Finance Society.

As a boutique firm, we are not mass market and provide a unique service focused on resolving the challenges faced by busy entrepreneurs and senior executives to allow them to get on with doing what they love doing.

At Capital, our purpose is to make a difference. This is what inspires us, what gets us out of bed in the morning and what provides the focus that energises and drives our people and our business forward. It is the soul of our firm and what shapes our culture.

We firmly believe that the work we do on behalf of our clients, changes lives for the better. When done well, real financial planning can enhance and enrich the life experiences of the families we work with. We hold a privileged position within the lives of our clients and we are fiercely passionate in protecting their interests.

Chartered Financial Planners Professional Financial Planning And Advice: Wealth management services including retirement planning, investment management , and tax planning . Free Initial Consultation and Review

Testimonials

Testimonials are curated by Capital Asset Management FP Ltd and are not independently reviewed or verified.

"Fiduciary"

"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."

K Clemens on 10 May 2018

"Clear and very sound financial advice"

"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."

Peter Dann on 12 April 2018

"Trusted, transparent and super friendly personalised service"

"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."

Judy Harman on 4 April 2018

"I can relax knowing my investments are in safe hands"

"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."

Travor Goddden on 23 April 2018

"Professional boutique I.F.A"

"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."

David Butterworth on 1 April 2018

"Excellent, personalised service from this team."

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

Vivienne Watson on 14 March 2018

Reviews

Reviews for this business

Leave a review
Index Card is Verified on Central Index

Capital Asset Management FP Ltd
Verified ID: 438597895335936

Verified 13/07/2018 @ 15:17:55
Last updated 03/08/2018 @ 02:45:12

Learn more about Verification in the Central Index

Opening Hours

Monday to Friday
09:00 to 17:00

Saturday to Sunday
Closed

Special Offers

Complimentary consultation

Capital offer a complementary Second Opinion Service. Sit down with one of our team over coffee and allow us to review their current circumstances and show how we can help you.

Expires: 31st December 2020

Terms: No obligation on either party of course.