The Capital Team

Your very own team of financial planning experts, guiding you through all of life's events and answering your biggest financial life questions

Our Team

As one of the few chartered financial planning firms in the UK, you can rest assured that our team at the top of their game. Scroll over the team's photos to learn more about them and what makes them tick.

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Alan Smith

CEO | BSc

Started the company in 2004. Alan is an avid thrill seeker, having climbed Mount Kilimanjaro and has a passion for skiing and family holidays.

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Don Fraser

Director | Chartered Financial Planner | Fellow

Don started at Capital in 2013. He loves exploring art galleries and studios and all things rugby.

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Charles Riches

Director | Chartered Financial Planner | Fellow

Charles started at Capital in 2005. Charles loves rugby, Star Wars, and reads Bernard Cornwall OBE novels for escapism.

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Graham McCulley

Director | Chartered Financial Planner

Graham started at Capital in 2004. Graham loves photography, visiting his allotment, going for long rides on his motorbike.

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Chelsey Southern

Marketing Executive | BSc

Chelsey started at Capital in 2016. She enjoys nothing more than exploring and seeing the world and trying out new places in the city.

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Elliot Smith

Associate | BSc

Elliot started at Capital in 2018. He spends his time in South London pubs, playing rugby and organising soirees.

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Sam Baker

Administrator | BSc

Sam started at Capital in 2019. He enjoys playing football for a 6-aside team in Surrey, going to see Brighton & Hove-Albion matches and reading non-fiction books

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Chirine Harb

Head of Operations | MSc

Chirine started at Capital in 2019. Chirine loves shopping, baking and decorating cakes, and has her own cake making blog.

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James Greenly

Chartered Financial Planner | Fellow

James started at Capital in 2015. He is a big football fan and supports Manchester United. His favourite book is Linchpin by Seth Godin.

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Ashley Hingston

Administrator | BSc

Ashley started at Capital in 2017. He is a tennis enthusiast and has played since he was five.

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Tom Wigan

Associate

Tom joined Capital in 2020. He has a passion for surfing and travels around the world exploring the best surf spots..

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Fiona Price

Associate | Adv DipFA

Fiona started at Capital in 2014. She enjoys stand-up comedy and satire, as well as writing screen plays and learning the Saxophone.

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Sarah Watts

Associate | BSc

Sarah started at Capital in 2018. She is a total book worm, and also enjoys going to the gym and walking her dogs on the beach (when a busy family life allows it!)

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Laura Williams

Administrator | BSc

Laura started at Capital in 2019. She can often be found on a golf course, at the gym, trying out new cocktail bars or visiting friends and family in Wales.

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Nick Heath

Business Development Director

Nick joined Capital in 2020. He is an avid music collector – owning circa 1200 records. Plus, a tennis pro.

A few words about us

Your financial planner should mean there’s one less thing for you to worry about, not one more thing to deal with. We’re here to take the weight off. Here’s how we do it.

We make it simple

The financial services industry is full of jargon, but people’s lives are full of things to do. The two don’t mix very well and that’s why we’ve made it our mission to bring clarity to financial planning.

We’re here to give you the confidence you need to fulfil your true potential, knowing you have a proper plan in place and that your family is provided for.

It's personal

We exist to make a positive difference, one family at a time. What that means is everything is bespoke – tailored to fit with your life and your needs. We can’t offer you anything off the peg.

We don’t even have pegs. What we have is a team of committed financial planners who’ll be by your side for as long as you need.