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.
We are an independently owned firm, with a personal approach to finance that gets results.
We have one, transparent all-in fee for our discretionary management service, while some of our competitors may have complex layers of fees.
We offer a bespoke service that is tailored specifically to meet your needs and requirements.
We take the time to get to know you, so we can create plans that meet your goals.
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.
We have locations in the City of London, St Albans and Bath.