Financial Planning

Whilst Capital Financial Markets are specialists in managing portfolios and advising on stocks, shares and other securities, we understand that there is a whole realm of other considerations surrounding your finances. That is why we have teamed up with several financial advisers whom are authourised to give advice on these many other financial aspects. A list of the most can be found below. Best of all, you keep your investment manager as your main point of contact and he or she will liaise with the Wealth team for any of these matters.

Should you for example need advice on retirement planning, pensions transfers, or inheritance tax planning, just speak to your usual investment manager about this. They will discuss your requirements with you and obtain the relavent information. Following that they will together with the financial adviser create a full report for you laying out all of your options. Such a report will be personal to you. We take a lot of time going through all of your options and do not offer a one size fits all service.  This will save you time and make sure you achieve the goals that you have. For advice on any of the below please click here

 

Individuals

Financial Planning & Advice
Trusts
IHT Planning
Personal Pensions Advice & Switching