You want a service that’s bespoke and personal to you.We have a range of services for you to choose from, on a menu basis.
You want a service that’s bespoke to you. A ‘one size fits all’ approach is not appropriate for many things in life but particularly for something as critical as your finances. We have therefore tailored a wide range of services that you can choose from; essentially a menu that will be designed to meet your needs. Each option has a clear fee, so you will know exactly what you will get and what it will cost you.
Every Capital client will receive our core services. These ensure you are on track to reach your future goals and aspirations.
You’ll know where you are heading, and you have your personal financial roadmap to get you there. Your money will be expertly invested to achieve secure and optimum returns. In addition, you have your own team of financial planning experts who are available for you to contact at any time. Our team support is here to answer any questions that you may have and our core services offers you a meeting on a yearly basis to monitor the progress of your investments and make any amendments.
Your own financial planning team
Annual planning meeting
Your personal financial roadmap
A personal investment portfolio
The Annual ISA Service
The Professional Wealth Network
Nobody likes paying for services they don’t use. At Capital you can pick and choose what services you require, to suit your personal situation.
Hover to find out more
Preparing for retirement by funding your regular pension contributions.
Hover to find out more
Gifting money through the generations to provide rewards now and reduce inheritance tax.
Hover to find out more
Helping children and/or grandchildren get a foot on the housing ladder.
Hover to find out more
Putting your affairs in good order, to reduce the effect of inheritance tax.
Hover to find out more
Advice on pension transfers from defined benefits schemes plus pension consolidation.
Hover to find out more
Designing an income strategy in retirement via income drawdown and other options.
Hover to find out more
Encrypted secure storage, passwords, legal and financial documentation.
Hover to find out more
Undertaking good deeds through charitable donations and philanthropy planning.
Hover to find out more
Arranging your savings and investment affairs in a tax-efficient manner.
Hover to find out more
Planning for nursing or care home costs for a vulnerable family member.
Hover to find out more
Building a strategy to fund future school and higher education costs.
Hover to find out more
A full review of your insurance and protection needs.
Hover to find out more
Working with trustees to create and manage the trust investment strategy.
Hover to find out more
A plan to support you in achieving your goals and in a manner that is tailored for your risk appetite.
Hover to find out more
Workplace benefits review: A full investigation of employee benefits and services.
Hover to find out more
Releasing the locked-up equity in your home in order to create useable capital or to provide an income.
Hover to find out more
Creating your tax-efficient investment strategy across all of your assets.
Hover to find out more
The non-core investment strategy to incorporate esoteric and unusual assets.
We only work with clients where we feel we can add real value. If you’re ever unhappy about the service we provide, we’ll refund the balance of your annual fee.
Capital Asset Management is an award-winning independent and Chartered Financial Planning and Wealth Management firm based in the City of London.
Capital helps you to discover what you want from life, and designs 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.
© Copyright 2020 Careers Become an adviser Partnering together Cookie Policy Privacy Policy
Capital Asset Management is authorised and regulated by the Financial Conduct Authority.
X CLOSE