Reviews of Capital Asset Management. (Financial Consultant) in London (London).

Capital Asset Management

22 Reviews

22 Comments

Financial Consultant

Financial planner

1 College Hill, London EC4R 2RA, United Kingdom

Description

Information of Capital Asset Management, Financial Consultant in London (London)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Capital Asset Management

Popular times

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Reviews of Capital Asset Management

S. M.

Capital Asset Management have been managing my resources and helping me understand the many options that are available to me for quite some time now. I was introduced to them by a close friend of mine and have never looked back. I am pleased with the growth of my assets and I feel safe and confident that they are looking out for my interests for me, and doing a much better job than I could ever hope to do myself. Long may it continue. I consider my Financial Advisor to be my friend and I trust his judgement - never selling me anything, always discussing and opening my eyes to what choices are out there, then letting me choose.

M. Y.

I was introduced to Capital Asset Management by a retired and well respected financial advisor. Though I have used different financial advisors before for my pension, Trust investment and self investment , I find their cost ratio in general to be too high. As I am now retired, I wish to sit back and enjoy life, and let a truly independent financial advisor does the work for me. Also, I am looking for passive investment to reduce cost. I have several online meetings with Don Fraser and his team at Capital Asset Management. It was clear that the ethos of the company fits well with my requirements. Don Fraser has taken a holistic view of my situation before giving his considered financial advice. I have chosen the CAM60 portfolio for my Trust investment and CAM40 for my own investment. So far, my experience with Capital Asset Management has exceeded my expectation.

K. B.

Previous experiences with financial advisers had made us very cynical but Don, Elliott and the team at Capital have proved to be a very welcome change. They quickly built our trust with their thorough understanding of our needs, pro-active approach, detailed follow up and friendly style. They are highly responsive if you have any questions and always efficient. We also appreciate the transparency of Capital’s charges and feel confident that our relationship will be long-standing.

B. D.

Having heard good things from friends about Capital Asset Management, I expected a professional investment service. But my wife and I were most pleasantly surprised at the level of care and attention we received from Don Fraser and his team in the analysis and assessment of our investment objectives and our life-goals in general. The establishment of a close relationship even prior to our decision to sign with CAM was impressive and over the past few years we have continued to enjoy the services provided in respect of our UK portfolio. I have no hesitation in recommending the firm to others.

A. S.

Capital Asset Management gives so much more than just investment and financial advice. Charles and his team have simplified our affairs, given a good return despite the dramatic events of the last 12 months and are there to prompt and encourage us to go on the many adventures we talk about but fail to do! CAM provides a peace of mind. Quality professional advice, encompassed with a feeling of security for the decades ahead and knowing that any concerns are just a phone call away. This holistic approach makes us feel very much part of the CAM family and the future feels good.....

r. d.

At the outset, our Client team at Capital put us through a thorough review of our finances and our goals in a friendly and educational manner. They helped us clarify and set sensible mid-term and long-term financial goals, and we feel comfortable and confident that under their investment stewardship and with their experience and track record we can achieve this. Their remuneration methodology is simple, open and transparent, as well as being competitive ! All in all, the friendly team at Capital have helped us to simplify our finances, to reduce paperwork and to cut cost.

J. W.

I enjoyed a long chat with Nick, a new member of the team after receiving a courteous query from Don to ask if I would talk to him about my experience of Capital. I told Nick I had always appreciated the very helpful annual conversations with Dan about my finances, although I am neither financially savvy nor interested in the details as long as I am satisfied that my total assets are stable or appreciating in real terms. I am confident that all my questions, however elementary they may seem to Capital 's financial experts, receive a competent and friendly answer

C. R.

With many options in the market for investment its easy to end up being just an insignificant part of a large institutions client base getting standardised advice sold as personalised. The joy of Capital is that its made clear from the start its personal, its about you and your needs and that Don and the team genuinely care about their clients. Not only that but the depth of experience of the team is clear and confidence in their insights and advice builds easily, which in my case is a high bar given my 20 years in the financial services industry. I have complete confidence in Capital which lets me happily get on with other things I want to do without any concerns about my investment.

R. A.

I thought that Capital might offer something different from other financial advisers when I read the stories on their website. I was not disappointed. They help you to think through all of your family's needs with finance as a tool to help you navigate through life rather than the other way round. They helped us simplify things and feel more in control. If you want peace of mind I would highly recommend talking to Don and the Capital team.

T. L.

We moved to Capital Asset Management a couple of years ago on a friend’s recommendation. The Firm has exceeded our expectations and we particularly appreciate their value as we head into retirement. One benefit that stands out is that they always provide a great ‘sounding board ‘ when we are considering any financial challenge or proposition that materialises.

R. S.

The team at Capital demonstrate genuine interest in and care for their clients' financial and general welfare. In my experience, their service has been delivered professionally and diligently. A BREATH OF FRESH AIR compared to other advisory firms.

C. d.

CAM is an extremely personalised IFA which has the client at the forefront in everything they do. They spend time understanding a client so that they can give the appropriate advice which best suits each client. Additionally their various funds compare very favourably to others and to Footsie trackers. couldn't recommend them more

J. B.

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!

I. E.

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.

K. C.

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.

P. D.

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.

D. B.

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..

P. S.

I like the people at Capital - they're easy to deal with, thoughtful and smart. The advice I've received to date has been excellent and I'd have no hesitation in recommending them.

T. G.

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.

J. H.

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.

a. b.

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!

V. W.

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

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