Capital Asset Management

Independent Financial Adviser  One College Hill, London, EC4R 2RA
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FCA authorised
Last authorised 26th July 2021
Chartered Financial Planning Firm of the Year 2017/18. The UK's leading firm of flat-fee advisers.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR James Greenly FPFS
Chartered Financial Planner
MR Donald Fraser FPFS
Chartered Financial Planner
MR Charles Riches FPFS
Chartered Financial Planner
MR Graham McCulley FPFS
Chartered Financial Planner
MR Alan Smith DipPFS
Chief Executive Officer
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

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

One College Hill, London, EC4R 2RA

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