Alan PHOTO
Name: Alan Smith
Firm Name: Capital Asset Management
Country: England
Expertise: Financial Services

Telephone: 0207 398 6600
Email: [email protected]

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Professional Biography:

Alan Smith is our exclusively recommended Financial Services expert in England on the Advisory Excellence website. If you need assistance in this area, please contact Alan directly using the contact details listed above.

Alan started Capital in 2004 with a clear vision to do things differently. Alan wanted to challenge conventional thinking in financial services that seemed to be all about selling expensive and baffling financial products to the public to generate large commissions – but which never seemed to solve the real life issues faced by clients.

So Alan wanted to build a boutique business with a client-focused culture that took time to get to know their clients, listened to them, understood them and built a lifetime relationship as a true ‘trusted adviser’.

Firm Overview:

Capital is a financial planning firm unlike any other. We like it that way.

We are truly a boutique business and provide a unique service focused on resolving the financial challenges faced by busy entrepreneurs and professionals in the media, tech and creative sectors. Let us do your heavy lifting so that you can get on with doing what you love to do.

Our purpose is to make a positive difference, one family at a time. This is what inspires us, what gets us out of bed in the morning and provides the focus that energises and drives our people and our business. It is the soul of our business and it shapes our culture.

We operate in the world of facts, truth, evidence, and science – not superstition when it comes to caring for your wealth. That’s why we have crafted an award-winning planning and advice service. One that will provide you with the clarity and understanding you desire and that gives you the reassurance that all your important financial issues are being fully taken care of by a team you trust. We offer three service levels at three flat fees, it’s as simple as that. No hidden costs, no confusing percentages to calculate and no commissions to muddy the waters.

Almost the entire team have left huge impersonal organisations in order to join Capital and do what they love, which is to personally help people like you. Our staff turnover is almost non-existent, so you can count on your financial adviser to be there with you every step of the way.

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