I'm head up the award winning team of professionals at Capital Asset Management, based in the City of London.
Having previously worked in large financial institutions, my colleagues and I recognised that the best way to provide long term, reliable and unconflicted financial advice is within a privately owned, independent, boutique business - therefore free from the clear conflicts of interest and sales driven culture so prevalent within large advisory firms and private banks.
Our approach to financial planning is refreshingly different, extremely effective, and yet very simple:
we listen.
Most of our clients are successful entrepreneurs and senior business executives - energetic, bu...
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