Investing your money successfully

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.

As a fairly modest and necessarily cautious investor, I find that having placed our trust in Capital it now provides me with a comforting and satisfactory degree of security regarding our financial planning.   After their careful and thorough initial research, my portfolio was assembled to suit my particular requirements.  I now appreciate their regular friendly and knowledgeable advice which gives me substantial peace of mind. 

Capital Asset Management were recommended to us by a friend who had had excellent investment results over a 10-year period. Our experience has been similar, over 7 years, with consistent attention to our investments, enabling us to rely on only one meeting a year, otherwise leaving the details to them, with confidence. As we are both in our 80's, their senior director visited us in our home for the annual meeting this year. I can confidently recommend Capital Asset Management.

A professional boutique IFA that provide detailed analysis of assets, follow a diversified investment approach to financial planning and react to circumstantial change. The fees are transparent and fair, they generate the feeling of financial security and peace of mind, offering easy to follow logical guidance to safeguard the future. What more could you need.