Capital Financial Markets

Independent Financial Adviser 20 Bunhill Row, London, EC1Y 8UE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
3rd December 2018
We are specialist Investment Managers. Each portfolio is unique & tailored for you. A friendly service.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • EEA
    • Rest of world
Meet our advisers
Paul Coffin Chartered Wealth Manager
Chartered Wealth Manager FSCI
adviser-person
Tom DuPlessis
Investment Manager
Where to find us

20 Bunhill Row, London, EC1Y 8UE

Contact us
About us

We offer a friendly face to face service. We advise on all aspects of your financial affairs and are specialist Investment Managers in the City of London.
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. We can invest across the complete range of assets both in the UK and where suitable overseas. I am a Chartered Member of the Securities Institute.

Our services

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. 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 within SIPPs, ISA's, dealing accounts, offshore bonds, trusts & pensions.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Compliance

Capital Financial Markets Limited is regulated by the Financial Conduct Authority. Capital Financial Markets Ltd registered in England, Company no. 8224000, registered address 20 Bunhill Row, London, EC1Y 8UE

Similar advisers near you

Independent Financial Adviser 0 mi
I provide a Personal Finance concierge proposition, offering a truly bespoke and individual service to UK private individuals and SMEs
 
Independent Financial Adviser 0.08 mi
Invest in Advice.
 
Independent Financial Adviser 0.08 mi
 
 
Independent Financial Adviser 0.23 mi
We love pensions! Personal pensions, Final salary pensions, SIPPS, SSAS, and Retirement planning, We've got it all covered!