Capital Asset Management

ADAMA Directory » England » Greater London » Camden

Capital Asset Management Profile

Capital Asset Management was born out of a desire to offer something different – to really add value to our clients’ lives through comprehensive wealth management and personal financial planning services.

We wanted to offer advice and services that we ourselves would value and would wish to receive in similar circumstances – to create a business that we would be pleased to be clients of.

So we started by asking: “What do clients value? What are their main concerns? How can we deliver a valued service?” The answers helped us create our company vision and our service proposition.

Our research told us that many people had a poor experience of financial advisers. They felt that advisers only wanted to sell them a plan or policy, or to recommend replacing one type of plan with another. They used confusing jargon and the emphasis appeared to be on selling, not advising.

Our aim from the beginning was to cut through the complexity, understand what our clients’ main concerns were and deliver a comprehensive service proposition aimed at resolving these key issues.


Capital Asset Management Specialities

  • Personal Retirement Planning
  • Personal Protection
  • Healthcare Long Term Care
  • Investment and Saving
  • ISAs OEICs Unit Trusts
  • Investment Trusts
  • Taxation Planning
  • Offshore Investments
  • Ethical Investments
  • Stockbroking Services
  • Personal Stakeholder Pension
  • Equity Release
  • Expatriate Services
  • Traded Endowment Policies
  • Saving for Children
  • Mortgages
  • General Insurance

Capital Asset Management Accreditations

  • Associateship Examination CII
  • Advanced Financial Planning Certificate CII
  • Certified Financial Planner Licence IFP
  • Personal Finance Society Diploma PFS
  • Pensions CII
  • Retirement Options CII
  • Pensions Investment Options CII
  • Personal Investment Planning CII
  • Investment Portfolio Management CII
  • Saving and Investment CII
  • Certificate in Long Term Care Insurance CII
  • Long term care life and health protection CII
  • Taxation and Trusts CII

Address
27
Great Queen Street
WC2B 5BB

Tel - 02078319108
Fax -

Websites and Email Contact
The website of Capital Asset Management is - http://www.camfinancial.co.uk

Years in Practice
The total number at this Capital Asset Management is 10+

Female IFAs Available
There are Female IFAs Available at Capital Asset Management


We try and ensure all listings are genuine, if for some reason you wish to complain / report the above listing please use our contact form to get in touch with us