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Capital Asset Management
Capital Asset Management

Capital Asset Management Reviews Summary

Investment & Wealth | London

What do customers say about Capital Asset Management?

As of Jan 12, 2024, 21 customers have reviewed this business and rated it 5 Star out of 5. The following report provides an in-depth analysis of customer reviews collected.

Source: This report was produced by TrustGuide based on a randomly selected sample of 10 publicly available reviews, sorted by relevance. See source

Verified by
Souad Boumerar
Published on
January 12, 2024
Last updated
March 13, 2024

Overall Reputation

Based on the selected reviews, Trustguide has assessed this business as follows:
Positive
Neutral
Negative
TrustScore®
A+
A
B
C
D
F
Verified by
Trustguide®
Overall Rating
5
/5
21
reviews
Excellent
Good
Average
Fair
Poor
Trustguide uses AI for unbiased and objective review summaries. We strive for accuracy but aren't responsible for source material or decision outcomes.

Capital Asset Management's customer reviews analysis

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.

Positive Feedback

Positive customer experiences with Capital Asset Management focus on the tailored personal service provided by the advisors. Clients express satisfaction with the firm's ability to manage expectations and clarify financial goals. Notable positive aspects include efficient and friendly communication, transparent fee structures, and a thorough review process. The investment stewardship and competitive remuneration methodology are also well-received. Clients feel that their financial well-being is in capable hands, as advisors do not merely sell products but offer sound guidance and encourage informed decision-making. Moreover, clients appreciate the sense of security and peace of mind that comes from knowing their finances are being managed professionally.

Concerns and Threads

While the reviews provided consist primarily of positive feedback, there is a mention of previous experiences with other financial advisors that left clients cynical before engaging with Capital Asset Management, hinting at a broader concern of trust within the financial advisory industry. Nevertheless, it is worth noting that no explicit negative aspects are directly associated with Capital Asset Management's services based on the reviews. Any potential drawbacks or areas for improvement for CAM cannot be identified without further context or negative client feedback.

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.

Recent customer reviews and testimonials for Capital Asset Management

Capital Asset Management
Kate Bowes
5-Star
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.
Capital Asset Management
Ben Dorman
5-Star
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.
Capital Asset Management
Ailsa Scott
5-Star
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.....
Read all reviews
TrustScore®
A+
A
B
C
D
F
Verified by
Trustguide®
Overall Rating
5
/5
21
reviews
Excellent
Good
Average
Fair
Poor

About Capital Asset Management

Investment & Wealth

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

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