Your guide and sounding board through all major life events. Someone to help answer all your little and big questions.
Whether you are retiring, selling your business or estate planning, having an unbiased sounding board you can bounce ideas off is invaluable. Occasionally emotions can cloud your judgement causing you to make poor decisions. You need someone to cut through the emotions and look at the situation logically and give you clear impartial advice.
There are certain things in life you will only do once, such as retiring. Having someone on your side that has coached many people through the same situation can help you to avoid any big mistakes. Giving you the confidence that you are doing everything you should be to ensure the future you deserve.
Buying or selling a house
Setting up children's trusts and ISAs
Budgeting for a big trip
Funding for school fees
Planning your retirement
Long-term care research
Intelligent planning now and for the future means getting the right partner and the right plan in place..
Share your story – the good and the bad.Your ideal lifestyle and ambitions for the future. Your family, your values and what’s important to you
Identifying how much you need to fuel your ideal future and planning how to invest to ensure your money beats inflation.
Once you are happy with your plan, we’ll do all the hard work for you. Just sit back and relax while we put your plan into action.
Here are a few examples of how Capital can help you.
Learn about how your money will be invested, where and why.
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.
Don Fraser of Capital Asset Management has acted as my investment adviser for over 30 years. I have complete confidence in his advice. I can comfortably leave my financial affairs in his hands, allowing me to get on with my professional and personal life, without fiscal worries.