On the 23 November 2017, Capital swooped and won the prestigious award for Chartered Financial Planning firm of the year at the Personal Finance Society (PFS) awards hosted by Gyles Brandreth at the Camden Roundhouse.
The PFS awards recognise excellence in professional financial services. All firms who entered went through a multi-stage and rigorous judging process that began in September this year.
The Personal Finance Society, which is the professional body for the UK financial advisory sector, judged the prestigious Chartered Financial Planning firm of the year award. They looked at multiple factors including the commitment to professional development and training, the level of technical and professional knowledge, client service and care, and an ethical and fair culture.
Capital Asset Management was shortlisted for the award alongside First Wealth and AAB Wealth.
In the financial planning profession, being Chartered is the gold standard that all forward-thinking financial planners and advisory firms strive to achieve. Capital were awarded their Chartered status in 2015, which is quite an achievement, as only 708 firms have achieved Corporate Chartered Financial Planner status out of an estimated 5,600 regulated financial planning firms in the UK. Being recognised as excellent in this elite group is an outstanding achievement for us.
Capital are passionate about delivering an outstanding service to you and being client-centred is one of our five core values. The Chartered status is just one way that Capital ensure we are at the top of our game for our valued clients.
By investing in and developing our whole team, we are well equipped to deliver an outstanding service that meets your every need. Everything from our personal advice, communications, administration, financial reporting, and the overall service you receive is designed to be the very best it can be to meet and even exceed your expectations.
Capital adopted a radical and often contentious culture of being open, honest and fair when it comes to financial planning fees, after committing to offering a flat fee which eliminates conflict of interest, contingent charging and cross-subsidy, all or some of which still exists within the prevailing percentage of assets model adopted by most other financial services firms.
We also take pride in our Corporate Social Responsibility status. This year we have held many fundraisers for various charities including Macmillan Coffee Morning, Crisis UK Square Run, Business Healthy Challenge and Red Nose office bake-off. More significantly, Capital partnered with the Citizens Advice Bureau (CAB) at the beginning of 2017, to help bring disadvantaged people free pension advice, by providing Southwark CAB a volunteer Chartered Financial Planner.
We are proud to be voted the Personal Finance Society’s Chartered Financial Planning Firm of the year and would like to thank all our valued clients for their support. We hope to keep delivering an excellent service to you and your family into 2018 and beyond.
To find out more about what being Chartered means click here.