Testimonials.
With our uniquely personal service and high-quality, individually-tailored financial advice, however you see your future, you can look forward to living life the way you choose. But we’ve found the best way to explain how this works for real clients, is in their own words.
"Capital Asset Management have provided a thoroughly professional and continuous assessment of where we and the family stand in our personal financial planning arrangements. Their management of our portfolio has minimised exposure to risk which is invaluable during these tough economic times."
Sir Ramsay Melhuish, Surrey
"Their advice and sensible planning has been very reassuring to me during the recent turmoil in the financial markets. Going though the FutureMap process allowed me to visualise my future beyond work and build a plan to allow me to retire with complete confidence "
Roelof Horst, Managing Director, Towers Watson Reinsurance (Benelux), London
"“I enjoy my relationship with Capital Asset Management very much, they make an ‘important but dull’ part of my life interesting and engaging. They listen well to my needs and provide me with an honest and realistic solution. They really do understand the value of the ‘bigger picture’ and have helped me to plan the life I want.” "
Harry MacAuslan, Vice Chairman, Leo Burnett, London
"“Capital gives a really first class service with excellent updates and leaves me with the strong impression that my money is well looked after. Choosing CAM to look after my portfolio was definitely the right choice to make.” "
David Beever, (retired) Chairman KPMG Corporate Finance, London
"Instead of starting by telling my wife and I how the world looks from an IFA's point of view, Capital Asset Management first try to understand our attitude to life and tailor their advice accordingly. "
Nick Curwin, Sussex
"We found ourselves swamped in so many different pension portfolios, ISAs, endowments, etc. Capital Asset Management demonstrated a much cleaner and tax-efficient way of consolidating the entire investment portfolio in to a WRAP Fund that gives us much tighter control across the various investment funds recommended. We also have the flexibility to continually add to the fund in order to increase the value of the portfolio in line with the long-term returns we wish to make."
Stephen Harvey, Twyford, Berkshire
"Capital Asset Management have helped me enormously with key financial decisions such as pension arrangements as well as introducing me to specialists in areas such as tax planning."
Michael Perry, London
"Dealing with Capital Asset Management gave me confidence not only in their approach to the matters which I have needed to discuss, but also offering advice and suggestions that I had never considered – in my dealings with Capital Asset Management they made me feel that I was their only client."
Martin Evanson, London
