Traditional Service, Modern Approach
The experienced team at Capital Financial Markets provides objective advice and bespoke investment management solutions to ensure that your wealth is put in the best position to grow. We have solutions to manage all your family’s wealth through the different generations and life stages. For much of our client base we spend many years looking to build their wealth towards retirement and then manage it effectively once they are retired.
Inspired Investment Management
Our team provides a modern take on investment and wealth management by using the latest technology combined with building old-fashioned trusted relationships.
Capital Financial Markets specialist investment managers have all worked in the London Stock Markets for many years and understand stocks and shares in addition to other international financial markets. Many wealth managers push clients into Model portfolios but we manage each portfolio individually. With Capital Financial Markets your portfolio is managed directly by specialist investment managers who have a plethora of experience in managing portfolios and navigating the financial markets.
Bespoke
One Fee
Specialist
Our Services
Managed Investment Portfolios
We will work closely with you to build a managed investment portfolio that is individual to you.
Advisory Portfolio Service
Capital Financial Markets will manage your portfolio to an agreed objective.
Execution Only Service
We offer a professional execution only stockbroking service that lets you buy and sell shares.
Inheritance Tax Mitigation Service
We can help you preserve your wealth for future generations by planning for how your financial affairs are settled upon your death.
Our Products
Self Invested Personal Pension
Self Invested Personal Pensions (SIPPs) give you control, flexibility and more freedom to choose how your pension is invested.
Individual Savings Account
ISAs are a great way to save money and earn interest without having to pay tax on your interest, dividends or capital gains. ISAs can be used to invest in stocks and funds and the global financial markets.
General Investment Account
A general investment account (GIA) is a flexible way to invest your money and build a portfolio.
Junior Individual Savings Account
A JISA is a simple way for you to save for your children in the stock market without paying income or capital gains tax on your returns.
Becoming and
being a client
1 Step One
Onboarding – us getting to know and understand you. At this stage we can collect all the information we need by web form, face to face or video call.
2 Step Two
3 Step Three
What our customers
are saying
Latest News
Spring Statement 2025
January 2025
Autumn Budget 2024
Stock Market Review – April 2024 – June 2024
Initial Public Offering (IPO) Launch Alerts
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You ain’t seen nothing yet
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How will 2024 pan out?
