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 Alan Smith is the Managing Director of Capital Asset Management.
Alan's first job was as a graduate trainee with a boutique firm of investment managers in the City of London. After a successful spell learning the ropes, he left to join Standard Life, one of the largest financial services groups in Europe where he spent almost 15 years and progressed to a Senior Account Manager role based in the West End of London.
Working with some of the UK's leading financial services practitioners, Alan amassed a wealth of experience in the key areas including retirement planning strategies, investment management and creative tax planning for private clients.
When the opportunity arose to join a small but ambitious advisory practice, Alan decided to move on and become a founding Director of Capital Asset Management. He heads the team of financial planning consultants and provides specialist advice to an increasing number of high net worth private clients.
Alan lives in London and enjoys travelling and most sports including rugby, tennis, football and playing golf – badly!
"My aim is to be considered as a 'Trusted Adviser' to my clients and a constant and reliable source of solid, dependable counsel through all stages of their lives," Alan says.
Email: alan@camfinancial.co.uk
Website: www.camfinancial.co.uk
Telephone: 0207 831 9108
Nominated Money Marketing Investment IFA of the Year 2008
Winner of Incisive Media Gold Standard Award for Independent Financial Advice 2008
Highly Commended in Leading Platform Based Adviser Practice (less than 10 advisers) in the UK Platform Awards 2008
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