Let us be your guide

For over 17 years my wife and I have benefited from the advice provided by Alan and his team at Capital Asset Management.  Our funds have been, and continue to be invested wisely, resulting in our pension plan performing better than forecast. In addition, during some difficult and challenging periods Alan, with his genuine personable manner, has always been there to advise and guide us.  Alan and more recently James Greenly have helped us achieve a stress-free retirement for which my wife and I are truly grateful.  

Charles has been my financial advisor for many years.  He and his team, in particular, Fiona, very sympathetically helped me through my divorce and all the financial implications and complications that entailed.  Our meetings are constructive, and he is always mindful of the balance between living life but ensuring the money won’t run out! Most importantly Charles and Capital make me feel like an individual and friend and not just another portfolio for them to manage.

Our relationship with Capital has been less about finance and more to do with discussing and planning for the moments that, in the old days, would have featured in the family photo album.