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FOUNDED in 2004 b y A l a n S m i t h

O v e r t h e y e a r s , C a p i t a l h a s g r o w n s u b s t a n t i a l l y We started as a ‘two-man band’ and now we have a team of eleven full-time professionals and a further six who provide outsourced support. As Capital expanded we have outgrown our offices and moved no less than three times. However, we are now very settled at our home in College Hill, London and plan to be here for the foreseeable future. To become the UK’s leading flat fee financial planners We have developed a reputation for innovation and thought- leadership within the wealth management industry. We’re very proud to say we’ve achieved chartered status and been successful in picking up just about every award in our industry over the years including most recently the prestigious Chartered Financial Planners of the year from the Personal Finance Society. We have also previously won “Best Small Adviser Firm of The Year 2013” and we’ve been listed in the top 100 New Model Adviser Awards. Each of these are a testament to how the market and our peers view us. But our success hasn’t come easy. We’ve worked together to achieve this and had to overcome many hurdles along the way, such as fee compression, increased regulation and complexity. Although we’ve made great progress, there’s still a lot more to achieve, and many more families to help. We need to continue to think differently, challenge the status quo and revolutionise this ‘outdated’ industry.


£ 1 60k t u r n o v e r

£ 1 . 8m t u r n o v e r

£5m asset s under management Helping 1 0 families

Helping 2 0 0 families

£280m asset s under management

2 e m p l o y e e s

1 1 e m p l o y e e s

10 The Capital Way

11 The Capital Way

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