Your very own team of financial planning experts, guiding you through all of life's events and answering your biggest financial life questions
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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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 started at Capital in 2013. He loves exploring art galleries and studios and all things rugby.
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Charles started at Capital in 2005. Charles loves rugby, Star Wars, and reads Bernard Cornwall OBE novels for escapism.
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Graham started at Capital in 2004. Graham loves photography, visiting his allotment, going for long rides on his motorbike.
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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 started at Capital in 2018. He spends his time in South London pubs, playing rugby and organising soirees.
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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 started at Capital in 2019. Chirine loves shopping, baking and decorating cakes, and has her own cake making blog.
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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 started at Capital in 2017. He is a tennis enthusiast and has played since he was five.
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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 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 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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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.
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.
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.
For many years we have been greatly helped and educated in all areas of our financial affairs by Charles and his team. He is both thorough and personable and willing to go the extra mile to make sure topics are understood and laid out for us. Behind the scenes Capital have taken a lot of the stress and time away from us managing our financial affairs and this has been a great help indeed. Often our financial end goals have shifted and he has been able to quickly adapt and suggest alternative solutions to what we may now be concerned about. It’s very important for both of us to know that our financial planning is in trusted hands whom we understand clearly.
Capital Asset Management is an award-winning boutique Independent Financial Planning and Wealth Management firm based in the City of London.
Capital helps you to discover what you want from life, and design a personal financial plan and robust investment portfolio to get you there. We guide you every step of the way and keep you on track for the future you deserve.
Simply fill out the form below or phone 020 7398 6600 and we will be in touch.
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Capital Asset Management is authorised and regulated by the Financial Conduct Authority.
