An IFA since 2001, Nick runs a practice offering full-fat financial planning to all clients, all of the time, with no exceptions.
Blending humour with pithy, eternal messages around people and their money, in recent years Nick has become a sought-after speaker at high-end financial services professional events.
Often outspoken, Nick tells the truth as he sees it. His mantra: "Honesty is the only policy."
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Alan is the founder and CEO of Capital Asset Management, the UK's leading firm of independent Chartered Financial Planners.
From their origins as a small, start-up IFA, Alan and team have grown the business into a modern, profitable, boutique firm, delivering lifestyle financial planning services and investment consulting to a growing client base of affluent families.
Capital has developed a reputation for innovation and leadership within the wealth management profession. Winners of countless awards and accolades, the firm's Directors are regularly quoted in national and trade press.
Based in London, the firm manages the financial planning and investment requirements of around 350 families and £500m in assets.
Capital are past winners of the UK’s top award for financial planning companies, Chartered Financial Planning Firm of the Year.
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