Turn your 5-Star reviews into powerful social proof
Show your best reviews to your future customers
95% of your customers read online reviews. Make it easy for them.
Mike, Adam and another 21,516 have joined the waitlist.

Capital Asset Management Reviews

Rated 5 based on 21 Reviews

1 College Hill, London EC4R 2RA

Investment & Wealth | London

Published on
January 12, 2024
Last updated
March 13, 2024

Reviews Summary

Capital Asset Management (CAM) appears to garner a notably positive reputation based on customer testimonials. Clients consistently highlight the firm's personalized approach and thorough understanding of their financial needs as key strengths. A recurring theme in the reviews is the trust that clients place in the advisors, notably appreciating their responsiveness, transparency, and proactivity. The testimonials suggest that CAM excels in building long-term relationships and offering a holistic approach to managing finances, with advisors becoming akin to trusted friends. Customers frequently mention the firm's ability to simplify financial complexities and provide a feeling of security and confidence for the future. The sentiment suggests that the company successfully offers more than mere financial advice, fostering a sense of partnership and family with their clientele, which in turn reflects positively on CAM's overall customer experience and company reputation.

Read more

What Customers Are Saying About Capital Asset Management?

Trustguide uses AI to extract key phrases from reviews about Capital Asset Management and sort them by sentiment. This gives you a quick view of what customers consistently praise or raise concerns about—without needing to read every review.

Satisfaction Score

Based on the set of reviews used to generate this report, it appears that of Capital Asset Management's customers had a positive experience.

Positive
Neutral
Negative

Capital Asset Management Ratings

5

As of Based on 21 revies as of Jan 12, 2024

Capital Asset Management Score

As of Based on 21 revies as of Jan 12, 2024

Got a busrning question about Capital Asset Management?

Claim your profile. Tell the world about your key services, industry customers, or other valuable information.

Customer Reviews

As of Mar 13, 2024, 21 customers have reviewed this business and rated it 5 Star out of 5. Trustguide conducted an in-depth analysis of Capital Asset Management's publicly available reviews View source

Kate Bowes rated Capital Asset Management 5 stars
3 years ago
Previous experiences with financial advisers had made us very cynical but Don, Elliott and the team at Capital have proved to be a very welcome change. They quickly built our trust with their thorough understanding of our needs, pro-active approach, detailed follow up and friendly style. They are highly responsive if you have any questions and always efficient. We also appreciate the transparency of Capital’s charges and feel confident that our relationship will be long-standing.
Ben Dorman rated Capital Asset Management 5 stars
2 years ago
Having heard good things from friends about Capital Asset Management, I expected a professional investment service. But my wife and I were most pleasantly surprised at the level of care and attention we received from Don Fraser and his team in the analysis and assessment of our investment objectives and our life-goals in general. The establishment of a close relationship even prior to our decision to sign with CAM was impressive and over the past few years we have continued to enjoy the services provided in respect of our UK portfolio. I have no hesitation in recommending the firm to others.
Ailsa Scott rated Capital Asset Management 5 stars
2 years ago
Capital Asset Management gives so much more than just investment and financial advice. Charles and his team have simplified our affairs, given a good return despite the dramatic events of the last 12 months and are there to prompt and encourage us to go on the many adventures we talk about but fail to do! CAM provides a peace of mind. Quality professional advice, encompassed with a feeling of security for the decades ahead and knowing that any concerns are just a phone call away. This holistic approach makes us feel very much part of the CAM family and the future feels good.....

Frequently Asked Questions About Capital Asset Management

How does Capital Asset Management ensure personalized service for clients?

According to client testimonials, CAM dedicates time to understanding each client's unique financial situation and goals. Advisors build close relationships with clients, focusing on tailored advice and individualized investment strategies to fit clients' specific needs.

Can clients expect transparency regarding fees at Capital Asset Management?

Yes, multiple reviews emphasize the transparency of Capital Asset Management when it comes to charges. Clients find the remuneration methodology to be simple, open, and competitive, allowing them to understand exactly what they are paying for.

Do clients of Capital Asset Management find the firm's advice comprehensive?

Yes, customers report that CAM provides holistic financial advice that extends beyond simple investments. The firm is described as taking into consideration all aspects of a client's financial life, aiming to simplify affairs and provide peace of mind for the future.

About Capital Asset Management

Investment & Wealth

The UKs leading financial planning firm - Chartered Financial Planning Firm of the Year

Expand

How is this report generated

Trustguide uses AI to generate concise, neutral summaries of business reviews. By analyzing publicly available feedback from reputable platforms, it highlights common experiences, praises, and concerns. This allows users to quickly understand a business’s reputation without reading every individual review.4o
Own this business? email us at hello@trustguide.ai.
Show your best reviews to your future customers
95% of your customers read online reviews. Make it easy for them.
Mike, Adam and another 21,516 have joined the waitlist.