Capital Asset Management are an independent firm of financial planning and wealth management consultants based in London, providing objective and comprehensive financial advisory services to private clients and their families Capital Asset Management are an independent firm of financial planning and wealth management consultants based in London, providing objective and comprehensive financial advisory services to private clients and their families Capital Asset Management are an independent firm of financial planning and wealth management consultants based in London, providing objective and comprehensive financial advisory services to private clients and their families
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Capital Asset Management are an independent firm of financial planning and wealth management consultants based in London, providing objective and comprehensive financial advisory services to private clients and their families
12point wealth check
The 12-point wealth check
  1. Your Issues – An update by you on issues requiring attention.
  2. Strategic Review – An update by your Financial Planner on any recommended changes to strategy.
  3. Investment Review – Looking back on the last 12 months’ performance.
  4. Investment Action Plan – Looking forward and implementing any changes to investment strategy.
  5. Debt Review – Reviewing your interest rates and debt structuring arrangements.
  6. Taxation Update – Reviewing threats and opportunities created by changes to taxation law.
  7. Pension Update – Reviewing threats and opportunities created by changes to pensions law.
  8. Asset & Family Protection Review – Providing a check of current levels of cover and policy wording.
  9. Estate Planning Review – Ensuring your Estate Planning wishes are current, relevant and legally valid.
  10. The “Remove the Hassle Service” – Sorting through any paperwork received that confuses you.
  11. Family Review – Discussing any financial issues affecting your family.
  12. Professional Update – Providing professional updates to your accountant, lawyer & other advisers.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Services Authority does not regulate the activities of tax planning, estate planning or IHT planning.

Capital Asset Management is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 225112

The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.