Capital Asset Management (Financial Planning) Limited

Reference number: 225112

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Scammers have impersonated this firm. The FCA has published 1 warning naming the fake phone numbers, emails and websites they used. See the warnings →

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When capital.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7398 6600 is
  • Who else gives the postcode WC2A 1QS
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Capital Partners Trading name
  • Capital Asset Management Fin Planning Ltd Former name

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake phone numbers (1)
  • 020 3475 9059
Fake email addresses (1)
  • info@capitalassetsuk.com
Fake websites (1)
  • capitalassetsuk.com
The FCA warning these came from

Scammers change these details often. Always check the live FCA warning.

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

The clone warnings above are scammers using this firm's name, not something the firm has done.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
04695777
Company status
Active
Company type
Private limited company
Incorporated
12 March 2003 (23 years old)
Registered office
Chancery House 53-64 Chancery Lane, Office 3.03, London, WC2A 1QS, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Alan John Laidlaw Smith Director Feb 1965 12 Mar 2003 3 other companies
Graham Robert Mcculley Director Nov 1970 28 Jan 2015 2 other companies
Charles Antony Michael Riches Director Feb 1978 28 Jan 2015 None
Chirine Harb Director Apr 1970 1 May 2024 None
Catharina Skyllberg Secretary Not published 29 Jul 2010 –

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
5
closed down
3
is FCA-registered
1

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Net assets

£573k

+45% from £395k

Cash at bank

£898k

+4.5% from £859k

Owed within a year

£744k

−6.6% from £797k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 04695777. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

This firm’s history from the FCA register and Companies House, newest first.

Key events (7) All events (19)

2018

18 October 2018

  • FCA warned the public about a scam impersonating this firm

FCA warning list

2016

6 April 2016

  • Alan John Laidlaw Smith took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

14 January 2004

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2003

4 August 2003

  • Changed its registered name from "Capital Asset Management Fin Planning Ltd"

FCA register

12 March 2003

  • Incorporated at Companies House

Companies House

In the full report: all 19 events

  • All 19 events in its history (7 shown here)
  • Every director appointment and resignation: 8
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Connected firms

Other FCA-listed firms that share a director, phone number or address with this firm. A link shows who the firm is tied to, not whether either can be trusted.

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Similar firms

Other firms of the same type (financial adviser), nearest first.

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on this firm

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 19 events in its history

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Frequently asked questions about this firm

Is Capital Asset Management (Financial Planning) Limited FCA authorised?
Yes, Capital Asset Management (Financial Planning) Limited (FRN 225112) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2004 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Capital Asset Management (Financial Planning)’s phone number and website?
The FCA register lists the phone number 020 7398 6600 and the website capital.co.uk for Capital Asset Management (Financial Planning). If you were given different contact details, use these to check with the firm before going any further.
Is Capital Asset Management (Financial Planning) a scam or clone?
Scammers have impersonated Capital Asset Management (Financial Planning): the FCA has published a warning about fake versions of it, using contact details that are not the firm's. Only trust the details the FCA register gives for Capital Asset Management (Financial Planning), shown on this page.
Is my money safe with Capital Asset Management (Financial Planning)?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Capital Asset Management (Financial Planning) to the Financial Ombudsman Service, free of charge.
Who owns Capital Asset Management (Financial Planning)?
Companies House lists one person with significant control of Capital Asset Management (Financial Planning): Mr Alan John Laidlaw Smith (75–100% of shares).
Who runs Capital Asset Management (Financial Planning)?
Companies House lists 4 directors of Capital Asset Management (Financial Planning): Alan John Laidlaw Smith, Graham Robert McCulley, Charles Antony Michael Riches and Chirine Harb.
How long has Capital Asset Management (Financial Planning) been in business?
The company was formed on 12 March 2003, and has held its current FCA authorisation since January 2004.
What do Capital Asset Management (Financial Planning)’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £573k (+45% from £395k) and cash at bank of £898k (+4.5% from £859k).
Does Capital Asset Management (Financial Planning) use any other names?
It trades as Capital Partners. It has previously used the name Capital Asset Management Fin Planning Ltd.

Sources and links

The full report on Capital Asset Management (Financial Planning) Limited

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