We offer attractive Investment Banking, Wealth Management, residential mortgages for properties in England and Wales, other property finance, business and coporate banking, debit cards, and foreign exchange services. With extensive presence in the UK, Capital Finance and Investment Management Limited coconnects you with local investment knowledge, expertise and opportunities across the Wealth Management and Investment Market. We are able to work seamlessly with your existing advisors to seek to ensure that your individual financial objectives are achieved. Managing and protecting wealths and investments brings with it considerable responsibility to have a succession plan, and optimise family governance. We work alongside well respected business partners to provide access to advice for wealth management, investments and estate planning, trust and fiduciary services; and philanthropy initiatives.
We have an experienced team dedicated to meet the financial needs of High Net Worth Individuals and family offices, providing wealth management and investment services to clients from across the UK. At Capital Finance and Investment Management Limited, we combine traditional client service values to help preserve, manage and grow your wealth and investments.
Your personal wealth manager will be your trusted partner in this journey. S/he will conduct a comprehensive analysis of your unique individual needs and personal circumstances, to enable you to access a range of investment banking and wealth management products and services.