Capital Financial Markets
This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
We offer a friendly face to face service. We advise on all aspects of your financial affairs. We have specialist Investment Managers in the City of London, with over 20 years experience of portfolio construction. Our services include planning & managing your ISA's, SIPP's, Pensions, Investments and all areas of savings .
We have no restrictions as to where and how we can invest for you & no minimums as we look to have a long term relationship with our clients. Taking advantage of the long established relationships around the city, we can have an unbiased view and invest across the complete range of assets both in the UK and where suitable overseas.
We are all Chartered Member of the Securities Institute.
Manage Investment Portfolios. We conduct rigorous research into Shares, Bonds, Investment Trusts, Unit Trusts & Savings products and manage your portfolio on a daily basis.
Many advisor's simply purchase a product for you and review it once a year. We are hands on and manage the portfolios day to day, specifically for your needs.
One layer of charges
As we manage the advice & Investments ourselves you only pay one charge rather than have several layers of fees for the advisor, product, platform, Investment Manager.
We manage your portfolio's within SIPPs, ISA's, dealing accounts, offshore bonds, trusts & pensions.
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
CFM are directly regulated by the FCA.
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.