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.
|
