Capital Financial Markets

Independent Financial Adviser  21 Bunhill Row, London, EC1Y 8LP
First meeting at adviser's own cost
We Construct and manage Investment Portfolio's to suit a specific requirement or objective.Be it capital preservation, growth, income or a mix. We can tailor this to a particular need. So if you are looking to build capital or income for retirement, planning to start of have an existing self invested pension plan (SIPP) or to take advantage of the annual ISA allowance tax wrapper, then please contact for further information. We are happy to discus your specific requirement.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Estate planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Group ISA
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Group Pension/Stakeholder
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Stockbroking services
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Sharia finance
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Paul Coffin Chartered Wealth Manager
Chartered Wealth Manager FSCI

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

Stephen Lovelock
Wealth Manager

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

Barrie Newton
Investment Manager

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

Michael Lawless
Stockbroker
About us

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.

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.

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.

Where to find us
Head office address: 21 Bunhill Row, London, EC1Y 8LP
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

CFM are directly regulated by the FCA.

Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020

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