Self-Invested Personal Pensions - take control of your retirement

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Financial Life Plan

Mapping your investments and needs to ensure you are provided for by providing a long term savings an retirement plan for you to follow.

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Inheritance Tax Mitigation - pass on your hard earned wealth

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Executry & Probate services.

Executry & Probate valuation services

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Design & manage investment portfolios for individuals, pensions, charities & trusts.


We manage risk by allocating across the main asset classes and use a combination of individual stocks, bonds, ETFs & specialist Funds, particularly Investment Trusts.


Clients are charged one fee. There are not layers of fees as with many providers.


CFM understand stock markets and all of our managers are members of the Chartered Institute for Securities & Investment


We provide a one to one personal service backed by modern software, custody & administration systems.


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.

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”

CFM have invested my investments for over 9 years. I moved from the investment department of a well know 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.

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Capital Financial Markets July 2020 Newsletter - A quarterly update from our team
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