Find out how we could work with you and your clients to give them the best possible outcome.
As a boutique chartered financial planning firm with a focus on building lasting client relationships, we know a thing or two about the entrepreneurial mind-set.
When business owners decide it’s time to sell, it raises all sorts of questions. Sure, there are questions about the procedural side of things – how the sale will progress, how to make sure everyone involved does everything they need to, making sure they do it right and on time.
But there are also the more personal questions – entrepreneurs have often invested a lifetime of hard work in their business. How can they be sure that now is the right time, how do they get the best possible deal and when they do, what comes next in life?
It can be hard to navigate a business sale, but we can work together to make sure all your client’s concerns – the procedural, the financial and the more philosophical – are equally taken care of. We specialise in working with entrepreneurs, building their personal financial life plans to help them envisage what they’ll do post-sale.
We can enhance the work you do, helping your clients to have peace of mind throughout the entire sale process.
If there’s anything you’d like to ask us, just get in touch. We’d love to talk.
In the Reinsurance industry, we regularly meet with significant numbers of colleagues/clients/financial sector executives and this often provides useful feedback who they would recommend for financial advice and services. A couple of years ago I was looking for a good IFA as I had not been overly impressed with previous associations. A work colleague recommended Alan Smith from Capital Asset Management. As soon as I met Alan I liked him and his take on investing appeared to mirror my own, in addition, my financial planning thoughts seemed to fit his strategies perfectly. Since engaging with CAM I have discovered that others whom I respect in our industry also use CAM and regard them very highly. I was recently asked if I knew of a ‘good IFA’ by a Reinsurance Managing Director that I have known for some 30 years. I was, of course, pleased to provide him with Capital’s contact details.”