Capital Asset Management is a well-known provider of asset management services and retirement planning solutions in the United Kingdom. The company functions in the form of an independent corporate entity and it is controlled by the Financial Services Authority (FSA).
About Capital Asset Management
Capital Asset Management is a well acclaimed financial services provider in the United Kingdom. It is known for its varied range of retirement planning and investment management consultancy services offered to its clients. Capital Asset Management normally deals with clients having a substantial degree of net worth or earnings. Capital Asset Management is also popularly called as CAM.
The clients of Capital Asset Management usually include the following:
Proprietors of businesses
Partners of professional organizations
At present, the managing director of Capital Asset Management is Alan Smith.
Products and Services of Capital Asset Management
The products and services of Capital Asset Management can be categorized into the following forms:
Wealth Management Program:
Yearly Cashflow & Goals Assessment
Progressive Risk Management Review
Yearly Portfolio Valuation
Yearly Investment Policy Statement
Asset Allocation Organizing and Revaluation
Progressive Investment Supervision & Risk Assessment
Limitless Accessibility to a Highly Experienced and Qualified Group by phone, in person, or via email.
A Dynamic Approach with a professional planner handling the financial matters of the clients
This provides accessibility to an all-inclusive portfolio management platform or Wrap.
12-point Wealth Check:
Investment action plan
Family and asset protection review
Hassle free service
Real estate planning review
Strategic Partnership Services:
Capital Asset Management also offers a number of services to the customers with the help of its strategic partners:
Accounting services for businesses and private clients
Mortgages/Remortgages (include commercial finance, buy to let and equity release)
General insurance (home, buildings, and contents)
Legal services include Trusts, Wills, Estate and Probate Planning
Expatriate & offshore tax planning
Management Buy Outs/Corporate Finance
Cost reviews and business consultancy
Property management and estate agency services
Capital Asset Management (Financial Planning) Ltd.
Registered Address:27 Great Queen Street
London WC2B 5BB
Phone: 0207 831 9108
Fax: 0207 242 7169