Meet our team of Chartered Financial Planners
Derek Capelin FPFS
Managing Director, Chartered Financial Planner
Heather Singleton FPFS
Director, Chartered Financial Planner
Sam Lott APFS
Chartered Financial Planner
Jade Mountford APFS
Chartered Financial Planner
Meet our team in Client Support
Amy Fletcher
Financial Planning Assistant
Gail Lawson
Management Assistant
Lindsay Gilbert
Personal Assistant
Capelin Financial Management provides comprehensive Chartered Financial Planning and investment services for discerning clients.
We are leading technical analysts and highly respected advisers on pensions, investment, tax and wealth management matters. Our role is to advise private clients on the key financial decisions that they face in their lives by utilising our specialist expertise and robust financial modelling techniques. We provide the strategy that combines our technical knowledge with your financial planning needs to form a long term relationship with you founded on mutual trust and a thorough understanding of your needs.