Capital Financial Markets
Initial consultation free
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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
Clients
helped
35helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Paul Coffin Chartered Wealth Manager
Chartered Wealth Manager FSCI
Mr Stephen Lovelock
Wealth Manager
Mr Barrie Newton
Investment Manager
Contact us
Compliance
CFM are directly regulated by the FCA.
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