We provide independent, bespoke investment and wealth management services for individuals, charities, pensions & companies. The experienced team at Capital Financial Markets provides objective advice and bespoke investment management solutions to ensure that we can make your wealth 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 building their wealth towards retirement and then manage it effectively once you are retired.Discover
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 are generalists and outsource your investments to other managers. 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.
Capital Financial Markets offer a bespoke investment management service that is tailored around your financial requirements. Our approach is to get to know you, so we can understand your personal circumstances. This way we can create a robust portfolio, so that you can get on with your life, while your money works hard for you.
Capital Financial Markets has one annual charge. Many of our competitors have many layers of fees often hidden, but CFM apply one competitive management fee enabling you to relax in the knowledge that your investments are being looked after by experts in a cost effective manner.
Our investment management services bring together our extensive knowledge of finance and the stock market, with the latest in digital wealth management tools to ensure that you are offered the best possible investment opportunities.
We will work closely with you to build a managed investment portfolio that is individual to you.
Capital Financial Markets offers informed suggestions on suitable investments for your portfolio.
We offer a professional execution only stockbroking service that lets you buy and sell shares.
Self Invested Personal Pensions give you flexibility and freedom to choose how to invest your retirement funds.
ISAs are a way to save money and earn interest without having to pay tax on your interest, dividends or capital gains.
A general investment account is a flexible way to invest your money and build a portfolio.
I asked CFM to analyse my various pension pots I have picked up from various jobs. CFM were able to move these into a SIPP. The overall fee is much lower and I get a bespoke portfolio suitable for me rather than being investing in various massive life insurance funds.
CFM have invested my investments for over 9 years. I moved from the investment department of a well known Bank. They performed very poorly during the 2008 crash. Since then CFM have invested in a low to medium risk approach. Reinvesting all dividend income. Over the years my portfolios have now grown significantly.
I asked CFM to design a portfolio that will save me inheritance tax. So far we have £800,000 invested in such schemes which after only two years I am able to pass on to family members without paying any inheritance tax should I die.