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

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.