Managed Portfolio Service

We will work closely with you to build a managed investment portfolio that is individual to you. Your specialist account manager will get to know you, so we have a deep understanding of what you want to achieve from your investments, what level of risk you are comfortable with, and whether there are any investments that you would rather avoid. Your account manager will take responsibility for managing this investment portfolio on a day-to-day basis, making all the buy and sell decisions within a structured framework agreed between us at the beginning. We will keep you up to date with the performance of your investments.

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Advisory Managed Portfolio Service

Capital Financial Markets offers informed suggestions on suitable investments for your portfolio and will contact you for approval before proceeding with any investments.  We will build our service on what is most important to you. We believe in offering a personalised wealth management service that provides robust returns over the long term.

Open Managed Account

Execution only share dealing service

We offer a professional execution only stockbroking service which lets you buy and sell shares without advice.

Open Stocks & Shares Dealing Account

Investment Management for SIPPs & Pensions

TBC

Manage My SIPP

Inheritence Tax Mitigation using AIM Portfolio's

Capital Financial Markets can tailor a portfolio which invests in shares that qualify for business property tax relief. Investments in these assets fall outside of your estate after only two years and make an attractive option for inheritance tax mitigation.

Capital Financial Markets have considerable experience and knowledge of managing such portfolios.

Our managers can also manage portfolios within Discretionary Trusts for the purposes of estate management.

Inheritance tax can take a large part of your assets if your estate is over £325,000. Inheritance tax mitigation can help you pass on the bulk of your wealth to your loved ones without them having to pay high tax bills.

Capital Financial Markets can help you with the three main ways to ensure that your family benefits from your estate.

Investment Management for Charities

Capital Financial Markets can tailor a portfolio which invests in shares that qualify for business property tax relief. Investments in these assets fall outside of your estate after only two years and make an attractive option for inheritance tax mitigation.

CFM have considerable experience and knowledge of managing such portfolios.

Our managers can also manage portfolios within Discretionary Trusts for the purposes of estate management.

Socially Responsible Investment

Socially Responsible Investment

In 2021 CFM has added a Socially responsible allocation option to all of our investment portfolio’s.

We also offer an ESG portfolio that only holds stocks which appear on the MSCI Socially responsible index.

Please note that investing in such stocks may not be suitable for all portfolio types.

The MSCI Socially responsible Index employs a best in class selection approach to target the top 25% companies in each sector according to their ESG ratings.

Our portfolio managers will use this universe of stocks as the starting point from which to build a portfolio for you.

Please get in touch to discuss this with our specialist managers.