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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Case studies
Case 1 - are we there yet?
Case 2 - how much is enough?
Case 3 - 10 years younger
Case 4 - do it yourself
Case 5 - too much risk
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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
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Case studies

The concept of 'goals based financial planning' is relatively new in this country. As one of the leading wealth management firms in the UK offering this service, we have found that by using real life case studies, we are best able to demonstrate the value of such an approach.

In a nutshell, real financial planning is not about what rate of return you can get on your investments, or whether Pension A is better than Pension B. It's more to do with understanding your personal goals, plans and objectives. And then building a workable strategy to ensure they are achieved, and maintained. Please click on the case studies details on the left to see how we helped clients to do just that.

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Capital Asset Management Plc is a trading name of Capital Asset Management (Financial Planning) Plc which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 225112

Capital Asset Management (Financial Planning) Plc
Registered Address:
52 Cornhill, London, EC3V 3PD
Registered in England & Wales, No. 04695777

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