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CMC | Grow and Protect Your Wealth
Create a secure financial future
We provide professional trading strategies and wealth management designed to help you and your family grow, protect, and preserve your capital. Our tailored approach combines disciplined execution, risk management, and long-term planning.
Benefits of our Wealth Management Service
Our highly personalised service allows us to build a strong relationship with you. We design and manage your trading and investment plan to meet your needs as your circumstances change over time.
Strategic Investment Planning
Direct access to a dedicated trading and investment manager.
Local support with offices across the UK and online access wherever you are.
Risk Management Services
A detailed plan that considers your full financial position.
Tax-efficient tools for savings, retirement, and inheritance planning.
Long-Term Financial Guidance
Portfolio construction aligned to your objectives and risk appetite.
Ethical and responsible investment options available.
Why Wealth Management could be ideal for you
Individuals and families choose our service for a variety of reasons. We help you create a secure financial future with expert guidance and disciplined trading strategies.
You want professional expertise
Now is the time to take control. We help you organise your finances and investments by providing professional expertise and execution.
You want help to reach your financial goals
Whether saving for your children’s education, paying off a mortgage, or consolidating pensions, we help you build a plan to reach your goals.
Your life is changing
Approaching retirement, inheriting wealth, or other life events require careful planning. We ensure you and your family remain financially secure.
You are dealing with a lump sum
Whether from inheritance, business sale, or settlement, we help you structure and manage significant capital responsibly.
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Foundation stage: 20s
Starting your financial journey and building the basics.
Accumulation stage: 30 to 40
Growing wealth through consistent investment and planning.
Growth stage: 40 to 55
Maximising your income and strengthening your portfolio.
Establishing stage: 55 to 65
Preparing for retirement and protecting your assets.
Preservation and Reward stage: 65 to 75
Enjoying the financial freedom you have built.
Conservation stage: 75+
Safeguarding wealth and supporting future generations.
Client confidence
90 percent of our clients are satisfied with the range of services provided.
“I am very happy with the service I have received. I have learnt a great deal about investing and I am confident in the management of my portfolio.”
Jermaine P.
What can you expect
We follow a clear five stage process to give you clarity and confidence.
Understand
Learning about your goals and circumstances.
Define
Agreeing objectives and investment preferences.
Design
Creating a tailored trading and investment plan.
Implement
Executing with discipline and risk management.
Review
Monitoring and adjusting as life changes.
Secure Your Financial Future
We start with a conversation to understand your situation and goals. From there we design and implement a tailored strategy, reviewing it regularly to keep you on track.
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Risk and compliance
Trading and investing involve risk. The value of investments can fall as well as rise, and you may not get back the amount invested. Past performance is not a reliable guide to future returns. We do not provide tax advice; please seek professional advice for taxation matters.