Have a look at our case studies below. They’ll give you examples of how our clients met with us, shared their ambitions, voiced their concerns and brought us on board to help them get where they need to be.
I have found Capital Asset Management very easy to deal with. They initially provided all the help and advice in order for us to decide which investments best fitted our needs. Busy lifestyles, however, make it very easy, if you’re not careful, to put off providing information, returning documents and generally taking the necessary actions! I have been very impressed with how Charles, our adviser, has gently prodded and reminded us to do this and his ongoing patience and flexibility has helped us get to where we want to be.
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.