Alan Smith, Capital Asset Management
Alan Smith
Capital Asset Management

Alan is the founder and CEO of Capital Asset Management, one of the UK’s leading firms of independent Chartered Financial Planners.

From their origins as a small, transaction-based IFA, Alan and his team have grown the business into a modern, profitable, boutique firm, providing comprehensive financial planning services on a subscription-based fee model.

Capital has developed a reputation for innovation and thought leadership within the profession and currently manage £487m on behalf of 265 families.

Alan hosts the Bulletproof Entrepreneur podcast and is cohost of The Real Adviser Podcast (TRAP).

My Sessions
Panel discussion