Investment Management tailored to your future
At CFM, we provide professional, objective advice and bespoke investment solutions tailored to your goals. Our experienced team helps you grow, manage, and preserve wealth across generations and life stages.
From building wealth toward retirement to managing it effectively in later years, we focus on delivering lasting performance through personalised, strategic guidance.
Inspired Investment Management
We believe great investment management comes from blending cutting-edge technology with trusted, long-term relationships.
Unlike many firms that rely on one-size-fits-all model portfolios, your investments at CFM are managed individually by specialist investment managers—each with extensive experience in the London Stock Markets and global financial markets. Every decision is made with your unique objectives in mind.
Bespoke Investment Management
At CFM, we tailor every portfolio to your unique financial goals and personal circumstances. Our expert team builds strategies designed to grow and protect your wealth—so you can focus on life while your money works for you.
One Transparent Fee
We offer a simple, competitive annual fee for our Discretionary and Advisory Investment Management services—plus a small platform fee per transaction. No hidden charges. No surprises. Just clear, fair pricing – detailed in our Terms & Conditions.
Specialist Expertise
At CFM, our investment management services combine deep market knowledge with advanced digital tools—giving you access to the best possible investment opportunities.
We bring expertise, technology, and insight together to help you invest with confidence.
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.
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
A slowly improving picture for the UK?
You ain’t seen nothing yet
Why is growth so elusive for Britain?
How will 2024 pan out?
