Capital Asset Management

Independent Financial Adviser One College Hill, London, EC4R 2RA
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th December 2018
The UK's leading flat fee financial planners.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • 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
Alan Smith DipPFS
Chief Executive Officer
Donald Fraser 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
Graham McCulley CFP APFS
Chartered & Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
James Greenly APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
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

Capital are the UK's leading flat fee financial planners.

First of all we are truly a boutique business – we are not a mass market firm but 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 do best.

We have crafted an award-winning planning and advice service that provides you with the clarity and understanding you want and that gives you the reassurance that all your important financial issues are being fully taken care of by a team you trust.

As one of the few firms of Chartered Financial Planners in the UK you can be assured that our team of advisers are at the top of their game professionally.

Our services

Imagine a combination of your own personal financial planner, trusted family adviser and lifestyle coach. An ally, a confidante, looking out for your interests, peering into the future and helping you consider all your key issues, challenges, decisions and new ideas.

What we do is take complicated stuff and translate it into real life, keeping it simple and jargon free.

We use our skills and experience, together with our in depth knowledge of you and your unique situation to provide something unique in the market – your own personal ‘roadmap’ or ‘family blueprint’ which we call FutureMap™.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
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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