Capital Asset Management

Independent Financial Adviser One College Hill, London, EC4R 2RA
First meeting at adviser's own cost
Response rating
9.8/10
FCA verified
18th February 2019
Chartered Financial Planning Firm of the Year 2017/18. The UK's leading firm of flat-fee advisers.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Wealth management
    • Long term care
Meet our advisers
Graham McCulley CFP APFS
Chartered & Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Charles Riches CFP FPFS
Chartered & Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Donald Fraser CFP APFS
Chartered & Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
James Greenly APFS IMC
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Alan Smith DipPFS
Chief Executive Officer
What our clients say
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.
Trevor Godden, Tunbridge Wells
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, Kent
Trusted, transparent and super friendly personalised service. Great expertise combined with great patience in making the seemingly complicated clear to a non-expert. Can definitely recommend.
Judy Harman, London
One of the main differences I have noticed between the advice our financial adviser Don Fraser has given me, and other investment companies that I have worked with, is that his main focus has always been about us, and about what we want in life, and not about the money on its own. Discovering what my wife and I wanted from our money took longer to work out than we expected. Throughout this time Don personally, sympathetically, and patiently asked questions that have helped us to come to our own conclusions. The result is that our investments have been put in place in a way that reflects and supports how we want to live, and not simply the ‘products’ available, or maximising our assets for the sake of it.
Peter Wakefield, Former Chief Operating Officer, London
In the Reinsurance industry we regularly meet with significant numbers of colleagues/clients/financial sector executives and this often provides useful feedback who they would recommend for financial advice and services. A couple of years ago I was looking for a good IFA as I had not been overly impressed with previous associations. A working colleague recommended Alan Smith from Capital Asset Management. As soon as I met Alan I liked him and his ‘take’ on investments appeared to mirror my own, in addition, my financial planning thoughts seemed to fit his strategies perfectly. Since engaging with CAM I have discovered that others whom I respect in our industry also use CAM and regard them very highly. I was recently asked if I knew of a ‘good IFA’ by a Reinsurance Managing Director that I have known for some 30 years. I was of course pleased to provide him with Alan’s name and contact details.
David Moss, Retired, London
Alan has advised me for a very long time, in fact well before I ever had any money to invest! As a financial adviser he is extremely experienced and knowledgeable but the extra quality I really appreciate about him is his personal human manner. His advice is not all about imparting his knowledge and wisdom on investing but more about understanding our family and helping us to see how we would like our life to pan out. Alan’s personality is such that it’s just like discussing it with a member of the family, and as such he is my first point of contact for an opinion on financial matters.
Nick Curwin, Business Owner, London
It is very important to work with people you can trust. Don Fraser was introduced to me and recommended as someone I could trust to create a financial plan with money raised from the sale of my business. When my wife and I met Don, we both liked him and also his investment and income strategy. Importantly, we have never been made to feel embarrassed, asking what in many cases are probably routine questions and perhaps often, questions we already ought to know the answer to. When Don moved to Capital Asset Management, because of the close relationship we had built with him over a five-year period, we decided it was probably in our best interest to go with him. Moving to Capital Asset Management with Don has proven to be one of our better ‘financial’ decisions. We quickly realised that Don and his new team, will continue to act in our best interests. The transition has been seamless. We are both very confident that their exceptional client service and professional ability will ensure we have, with them, a long relationship and financial independence for the rest of our retirement.
Anthony Clemens, Retired Media Company Director, London
Where to find us

One College Hill, London, EC4R 2RA

Contact us
About us

Chartered Financial Planning Firm of The Year for 2017/18.

We provide 100% independent financial advice, which means we will always act in your best interests as we are not tied to any specific product or solution.

Our award-winning advisers are among some of the most qualified in the UK, with many of them holding both ‘Certified’ and ‘Chartered’ titles. We have over 100 years combined experience in providing financial planning and advice.

The first meeting is entirely at our own cost, therefore if you would like a second opinion on your existing finances, please do get in touch and an adviser will contact you shortly.

We will only ever charge you a flat-fee based on the service you require, NOT how much money you have to invest. We believe this is the only fair way to charge for financial advice.

Our services

As Chartered Financial Planners, we can provide independent advice on the following areas:

Financial planning
Tax planning
Legacy planning
Retirement planning
Investment planning
Protection planning
Ethical investing

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Capital Asset Management (Financial Planning) is authorised and regulated by the Financial Conduct Authority. Capital Asset Management (Financial Planning) is registered in England and Wales; Registration Number 04695777

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