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ADVISER DESCRIPTION: Alan Smith

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Please see the adviser details below:

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Name: Alan Smith
Company: Capital Asset Management
Specialisation: Pensions and Investments
Address: 27 Great Queen Street, WC2B 5BB

Telephone: 0207 831 9108
Fax: 0207 242 7169

 

Description: We offer a highly professional, and fully comprehensive financial planning service to private individuals, partnerships, trustees and corporate clients. Our service is based upon a strong sense of ethics, integrity and real 'added value'. As professional financial planners, we represent our clients rather than product providers and are able to recommend on the very best solutions from across the spectrum of financial services. This includes a wide range of investment, tax shelter and financial planning opportunities. In simple terms, we will help create and design a 'financial roadmap' to get you from where you are today to where you wish to be in the future - in the most tax efficient and cost effective way.

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