Welcome to
Capital Asset Management

We are an independent, boutique, chartered financial planning firm based in the heart of the city of London.

Our Mission Is To Help Our Clients

Experience True Wealth

What does True Wealth mean to you?

What You Need To Know

1 %
Client Retention
1
Client Families
1
Years In Business
1
Industry Awards
£ 1 m
Under Management

Wealth Management Is About More Than Money

It’s about protecting your family, it’s about simplifying your Financial Journey and helping you achieve financial peace of mind.

I'm privileged to act with my long-term clients through the highest highs of their lives and the deepest lows.

Don Fraser, Director
Book Your Initial Call

Meet The Team

Alan Smith

CEO | BSc

Started the company in 2004. Alan is an avid thrill seeker, having climbed Mount Kilimanjaro and has a passion for skiing and family holidays.

Don Fraser

Director | Chartered Financial Planner | Fellow

Don started at Capital in 2013. He loves exploring art galleries and studios and all things rugby.


Charles Riches

Director | Chartered Financial Planner | Fellow

Charles started at Capital in 2005. He loves rugby, Star Wars, and reads Bernard Cornwall OBE novels for escapism.


Graham McCulley

Director | Chartered Financial Planner

Graham started at Capital in 2004. Graham loves photography, visiting his allotment, going for long rides on his motorbike.

Chirine Harb

Head of Operations | MSc

Chirine started at Capital in 2019. Chirine loves shopping, baking and decorating cakes, and has her own cake making blog.

Fiona Price

Associate | Adv DipFA

Fiona started at Capital in 2014. She enjoys stand-up comedy and satire, as well as writing screen plays and learning the Saxophone.

Elliot Smith

Associate | Chartered Financial Planner

Elliot started at Capital in 2018. He enjoys playing rugby, and walking his dog in South London parks.


James Greenly

Chartered Financial Planner | Fellow

James started at Capital in 2015. He is a big football fan and supports Manchester United. His favourite book is Linchpin by Seth Godin.

Sarah Watts

Associate | BSc

Sarah started at Capital in 2018. She is a total book worm, and also enjoys going to the gym and walking her dogs on the beach.

Sam Baker

Administrator | BSc

Sam started at Capital in 2019. He enjoys playing football for a 6-aside team in Surrey, going to see Brighton & Hove-Albion matches and reading non-fiction books.

Ashley Hingston

Administrator | BSc

Ashley started at Capital in 2017. He is a tennis enthusiast and has played since he was five.



Laura Williams

Administrator | BSc

Laura started at Capital in 2019. She can often be found on a golf course, at the gym, trying out new cocktail bars or visiting friends and family in Wales.


Tom Wigan

Associate

Tom joined Capital in 2020. He has a passion for surfing and travels around the world exploring the best surf spots.


Nick Heath

Business Development Director

Nick joined Capital in 2020. He is an avid music collector – owning circa 1200 records. Plus, a tennis pro.


George Barbov

Marketing Executive | BA Finance & Investment

George joined Capital in 2021. He is a Personal Finance Blogger and Content Creator. His favourite book is “Show Your Work” by Austin Kleon

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