
Capital Asset Management is based in London and we have been part of their team since 2005. The business was born out of a desire to offer something different – to really add value to their clients’ lives through comprehensive wealth management and personal financial planning services.
“I have used Richards paraplanning services regularly for several years now and continue to use him under his new venture. I have found Richard one of the most professional and personable individuals I have come across in 10 years in Financial Services, capable of creative thinking and going just that little bit further than was expected. I thoroughly endorse and recommend his services.”
"Your service is a godsend for busy IFA’s. Efficient, professional and reliable, it has rapidly become a valued resource for my company."
Danny Christ, Burwood Sage
“Paraplan Plus is an invaluable outsourcing partner providing us with an efficient, professional and reliable service.”
David Jones, CFP of David Jones Financial Planning
“Paraplan Plus has now become an integral part of our team. Their unrivalled efficiency, professionalism and attention to detail have been a major factor in our success over the last couple of years.”
Alan Smith, Capital Asset Management
“Paraplan Plus has transformed our business. We now see clients knowing that we can deliver high quality reports to them within an agreed timetable”
Colette Cook DipPFS CFP, Strover Leader & Co Chartered Accountants
“Paraplan Plus consistently meets our high demands by delivering essential reports to a very high standard allowing us to maintain very profitable relationships with our clients. They are now an invaluable and integral part of our business.”
Nanette Strover CertPFS MIFP, Strover Leader & Co Chartered Accountants
“It is an excellent service. We have used the reports mainly for investment and pensions. You can tell that the reports are created by people who fully understand our business”
Richard Graham, Executive Advisory Services
“I have worked with Richard and Paraplan Plus for several years now and am happy to recommend their services.”
Richard Mumford, M&M Financial Services
“I have used Richards paraplanning services regularly for several years now and continue to use him under his new venture. I have found Richard one of the most professional and personable individuals I have come across in 10 years in Financial Services, capable of creative thinking and going just that little bit further than was expected. I thoroughly endorse and recommend his services.”
Charles Riches, Capital Asset Management