Financial Advisor Reveals: How To Outperform 92% of Professional Investors (Alan Smith)

Aug 6, 2025

Wealth manager Alan Smith, from Capital Partners, shares insights on transforming your financial future. He discusses the alarming rise of government debt and its hidden impacts on everyday purchasing power. Alan introduces a holistic approach to wealth management using the 'three Ps'—plan, portfolio, partner. He emphasizes the importance of financial independence plans and the relevance of diversified investments. The conversation also touches on the influence of AI on finance and the essential balance between technology and personal guidance in investment strategies.

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ANECDOTE

Started In A Broom Cupboard

Alan Smith started his wealth firm in a tiny broom cupboard above a shop and grew it organically.
He now advises about 400 families, expanding through referrals and careful hires.

ADVICE

Use The Three‑Pillar Framework

Use the three Ps: plan, portfolio, partner as your financial framework.
Document goals, model scenarios, and keep a trusted advisor to stay on track.

ADVICE

Calculate Your Freedom Number

Calculate your freedom number by estimating required annual income and multiplying by 25.
Use that target to guide saving, investing, and timeline decisions for financial independence.

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Here's how to turn your money into a family fortress of wealth 💸

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In this episode we welcome wealth manager Alan Smith to the show.

Alan reveals the uncomfortable truth about government debt spiralling out of control and why traditional financial advice is failing ordinary people. He exposes how the trillion-pound spending spree is secretly destroying your purchasing power and shares the three-pillar system that helped him build a wealth management firm from a broom cupboard into a business serving 400 successful families.

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Alan on LinkedIn https://www.linkedin.com/in/alancapital/

Bulletproof Entrepreneur Podcast https://podcasts.apple.com/gb/podcast/bulletproof-entrepreneur/id1630174253

Capital Partners https://capital.co.uk/

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✅ How to calculate your freedom number to know the exact amount needed for financial independence

✅ Why investing in low-cost index funds is key to building your family fortress of wealth

✅ How to create investment rules that help you avoid emotional decisions during market crashes

✅ Why you need to own real assets like stocks and property that adjust with inflation

✅ How to leverage AI for a massive business advantage

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DISCLAIMER:
This video is meant for educational purposes and should not be considered financial advice. When you invest your capital is at risk. Past performance is not a guarantee of future success.

This video description contains affiliate links - if you click on one and make a purchase we may receive a small commission. This does not alter our suggestions and there is no charge for you.

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