Capital Financial Markets

Independent Financial Adviser  Stanta Business Center, St Albans, Hertfordshire, AL3 6PF
First meeting at adviser's own cost
Managing portfolio's of stocks shares and bonds for those looking to build capital for retirement or who have family wealth or inheritence. We offer tax efficient stocks and shares ISA wrappers, SIPPs and general investment accounts.
We can advise you on
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Estate planning
check
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Stockbroking services
check
Sharia finance
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Paul Coffin
Wealth Manager & Managing Director

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

Stephen Lovelock
Investment 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

About us

Established wealth managers with over 20 years experience. Based in the heart of St Albans. Many years managing investments on the finanacial markets but purely for private clients. We offer a one to one service, individualised to you.

Our services

One layer of charges.
Direct invetments into stocks shares bonds.

Where to find us
Head office address: Stanta Business Center, 3 Soothouse Spring, St Albans, Hertfordshire, AL3 6PF
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 0.09 mi
Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
 
Independent Financial Adviser 0.66 mi
 
 
Restricted - whole of market 0.7 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 1.24 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.