CFM believe in long-term investment. Properly researched it is quite possible to buy a selection of assets and hold them for the very long term. That is why we spend a lot of time researching each investment.

Top down

When you sit down with us we will analyse your situation and come up with a plan as to what proportion of growth or defensive assets it is best to hold. For growth assets, we prefer to invest in listed shares. Shares are the best vehicle for achieving capital growth.

For overseas exposure, we use specialist funds often Investment Trusts. These are long-term investment vehicles which have been tried and test over 150 years and listed on the London Stock Exchange.

Where suitable we will hold Fixed Interest Investments.

Individual Stocks

We prefer to invest in companies with strong cash flows, strong balance sheets and great management teams.

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Please don't hesitate if you have any questions or queries we can help answer.

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