About Capital Financial Markets

Capital Financial Markets creates and manages bespoke investment portfolios. Whether you are saving for, or are in retirement, have inherited wealth or have other wealth management needs, Capital Financial Markets will navigate the financial markets for you.

We offer a personalised service that is designed around your individual requirements. Our services include investment management within SIPPs, ISAs Junior ISAs and inheritance mitigation portfolios. We manage portfolios for individuals, families, companies and charities.

About Capital Financial Markets

Why Choose Capital Financial Markets

Capital Financial Markets is an independent investment service.
What makes us stand out from our competitors is:

Result Driven

We are an independently owned firm, with a personal approach to finance that gets results.

One Fee Only

We have one, transparent all-in fee for our discretionary management service, while some of our competitors may have complex layers of fees.

Bespoke Service

We offer a bespoke service that is tailored specifically to meet your needs and requirements.

Goal Focused

We take the time to get to know you, so we can create plans that meet your goals.

24/7 Support

We use modern digital wealth management tools along with our years of experience to provide an enhanced service that you can access online 24/7.

Nationwide Service

We have locations in the City of London, St Albans and Bath.

Our Ethos & Values

Our ethos & values are to deliver personalised investment management, with high levels of service, combining tradition with modern financial technology.

We value building relationships with our clients to offer a personalised service that stands the test of time. Our ethos & values are based on integrity and really listening to what you want from your investments.

Meet Our Team

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Paul Coffin

Managing Director and Investment Manager

Paul is the Managing Director and an Investment Manager and set up Capital Financial Markets in 2013. Paul has a BA in Economics and obtained an MSC in Finance (taken part time) from the University of Leicester. Additionally he holds the CISI level 6 Private Client Investment Advice & Management certificate and is a Fellow of the Chartered Institute of Securities & Investment.

Paul began working in the city as a Fund Analyst, reviewing which investment funds to recommend for Greig Middleton which at the time had £12 billion of funds under management. During this role he gained an extensive knowledge of the Investment Trust sector and the investment management industry as a whole. After this he became a stockbroker at Redmayne Bentley building up a large private client base and moved into managing portfolios while at Fieldings Investment Management.

Paul's priority is to provide bespoke investment portfolios to private clients and to do this using modern IT systems to improve the service clients receive. Paul feels much of the industry has moved away from a personal service to a 'one size fits all' offering and they have not updated the systems or offering to their clients.

Paul Coffin

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Michael Li

Chief Operating Officer

Michael joined CFM in May 2024 and brings over 25 years of investment industry experience. He began his career alongside Paul in mutual fund analysis before progressing to senior leadership roles within investment management, insurance, fintech and business development.

He has worked in London, Boston, Hong Kong and Singapore for firms including Putnam Investments where he was responsible for providing Insitutional product coverage for Asia Pacific, Emerging Markets and European Equities and Currency Overlay strategies. At FE Fundinfo, he was the Head of Asia Business for over 13 years and instrumental in the regions' success.

Michael holds a BA in Financial Services and a MA in Managerial Economics from Durham University.

Michael Li

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Peter Land

Investment Manager

Peter is a respected City Investment Manager having worked at several prestigious investment firms.

He has joined CFM so he can continue to provide a personal service to his clients. Peter has a deep knowledge of the UK stock markets.

Peter Land

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Stephen Lovelock

Investment Manager

Stephen has been an Investment manager, managing portfolios for over 20 years.

He started his career with Durlacher, then spent 16 years with Walker Crips Plc, prior to joining Capital Financial Markets in 2017.

Stephen Lovelock

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Barrie Newton

Investment Manager

Barrie Newton is an Investment Manager and serves on the Investment Committee. Barrie obtained a BA Combined Honours Economics with Geography from University of Exeter. He obtained a MSc by Research (taken part time) from the School of Management at University of Bath (1969-1974). Barrie joined B S Stock Son & Co in 1969 as a trainee stock broker and became a partner in 1975. He remained a partner and subsequently became Head of Research with the succeeding companies, Stock & Orme and Stock Beech & Co Ltd. Barrie was responsible for smaller company research and corporate fundraising as well as some private client work. Barrie left Stock Beech in 1990 to co-found Rowan Dartington. Barrie, acting in the role of Managing Director, helped to develop the business to be a highly profitable and well diversified regional stockbroker, fund manager and major participant in AIM corporate finance. Barrie ran the largest and most successful client fund which outperformed its benchmark for 14 out of 15 years. Barrie concluded the sale of Rowan Dartington in 2006 and joined Slater Investments in 2008 where he continues to work alongside Capital Financial Markets.

Barrie Newton

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Paula Mitchell

Paula is an accredited CIPD member with a Masters in HR Management, a degree in Psychology and a background in finance.

She is able to quickly understand the needs of the business and the people within the business. People are her passion, and it didn’t take her long to build relationships and become a trusted, well-liked member of the team.

Paula has been supporting Capital Financial Markets with their finance and HR requirements since 2017.

Paula Mitchell

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Sheriff Georgy

Head of Dealing

Sheriff has joined us as Head of Dealing. He was previously at the Share Centre which has recently been taken over by Interactive Investor. Sheriff was Head of Dealing at the Share Centre for the last 20 years.

He will be helping Paul to maintain the client portfolios and place orders for our investment managers. Sheriff has lots of knowledge and will also be happy to help with any queries or questions you might have.

Sheriff Georgy

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Claire Barrett

Consultant

Claire is responsible for planning, implementing, managing and monitoring Capital Financial Market’s Social Media and Marketing. She supports the Administration Team with day to day duties.

Claire Barrett

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Nigel Withey

Board Advisor

Nigel is an experienced CEO and business owner across various sectors in the UK and USA. He has vast experience in financial investment advisory services and the automotive industry. Nigel assists us with compliance and governance.

Nigel Withey

Our Investment Managers

All our specialist investment managers are highly experienced and qualified, completing rigorous, continual annual training to ensure that they are up to date with everything related to investment and wealth management. All our investment managers hold the Chartered Institute for Securities & Investment (CISI) examinations. We see it as our responsibility to invest in our staff as well as in our clients.

Our investment managers will work to create investment strategies that are tailor made for your individual needs. We feel that investing in our relationships lead to a better outcome for you, so we really take the time to get to know you. We appreciate that investment is not a one size fits all service, but one that changes depending on the individual’s requirements and goals. This also means that our strategies will evolve over time, to meet your needs, and any changes in your personal circumstances.

Contact us now to see how our team can help your wealth grow.

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