0203 697 0560
support@capitalfinancialmarkets.co.uk

About Us

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.

Based in St Albans we have close links to London and our services include investment management within SIPPs, ISAs, Junior ISAs and inheritance mitigation portfolios. We manage portfolios for individuals, families, companies and charities.

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Why Choose Capital Financial Markets

Capital Financial Markets is an independent investment service.
We stand out from our competitors because:

Result Driven

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

One Fee Only

We have one simple fee for Discretionary investment management services and a small fee for the safe custody of your investments.

At CFM, we firmly believe in providing a fair value service to our customers, with no hidden nor unexpected fees or charges. Our fees are clearly stated in our Terms and Conditions on this website.

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

Paul Coffin

Peter Land

Stephen Lovelock

Barrie Newton

Nigel Withey

Saffron Heasley

Sheriff Georgy

Joanne Hill

Claire Barrett

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 tailored for your individual needs. We strongly believe that investing in our relationships will 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.

Get In Touch

Emma Tuckett

Investment Manager

Well-respected Investment Manager, Emma Tuckett, has joined CFM following a successful career at Killik & Co.

After nearly a decade working in Trading and Investments, Emma has worked with clients from a wide range of backgrounds and has extensive experience in Advisory and Discretionary Investment Management, with a particular focus on ESG investing and helping clients align their investments with their long-term objectives and values.

emma.tuckett@capitalfinancialmarkets.co.uk

Joanne Hill

Compliance Manager

Joanne has joined Capital Financial Markets as Compliance Manager having worked in the Independent Financial Advice sector for over 30 years. 

Joanne holds a degree in Business and Finance, the CII Diploma in Financial Planning and has a wealth of experience and knowledge within Financial Services.  Joanne’s role is to protect both Capital Financial Markets and our Clients.

joanne.hill@capitalfinancialmarkets.co.uk

Saffron Heasley

Client Administrator

We are delighted that Saffron joined the CFM team as our business apprentice capably fulfilling the Client Administrator role. Saffron brings enthusiasm, reliability and a strong willingness to learn. In this role, Saffron supports the smooth day-to-day running of the business, providing essential administrative support across the team helping to ensure processes run efficiently and compliantly.

With a keen eye for detail and a proactive approach, Saffron is developing a solid foundation while working closely with colleagues across the organisation. Saffron is a valued member of the team and plays an important role in supporting CFM’s operations as we continue to grow.

saffron.heasley@capitalfinancialmarkets.co.uk

Paula Mitchell

Head of Operations & People

Having worked with us as a consultant for over eight years Paula brings that familiarity to the organisation and has joined the CFM team as Head of Operations & People.

A seasoned finance and HR professional with a masters in HR Management, Paula combines analytical strength with a people-centred approach to drive operational excellence. Paula will be leading the team and supporting Paul with the operations and people strategy ensuring sustainable growth and the smooth running of the business.

paula.mitchell@capitalfinancialmarkets.co.uk

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.

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.

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.

Thomas Cadenhead

Thomas joined us in July 2024 shortly after graduating from the University of Exeter with a BSc. in Biological Sciences. He is currently studying for the CISI Investment Advice Diploma.

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@capitalfinancialmarkets.co.uk

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@capitalfinancialmarkets.co.uk

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@capitalfinancialmarkets.co.uk

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@capitalfinancialmarkets.co.uk