Meet our team of Chartered Financial Planners

Derek Capelin Headshot

Derek Capelin FPFS

Managing Director, Chartered Financial Planner

Richard Cresswell Headshot

Richard Cresswell FPFS

Director, Chartered Financial Planner

Sam Lott Headshot

Sam Lott APFS

Chartered Financial Planner

Meet our team in Client Support

Katie Read Headshot

Katie Read BA (Hons)
Cert (CII) FS

Financial Planning Assistant

Amy Fletcher Headshot

Amy Fletcher LL.B (Hons)
DipPFS

Financial Planning Assistant

Gail Lawson Headshot

Gail Lawson

Management Assistant

Lindsay Gilbert Headshot

Lindsay Gilbert

Personal Assistant

Capelin logo

Capelin Financial Management provides comprehensive Chartered Financial Planning and investment services for discerning clients.

We are leading technical analysts and highly respected private client advisers on pension, investment, tax and wealth management matters. We build strong, long term relationships with our clients, based on mutual trust and our thorough understanding of their personal circumstances, needs and objectives. We apply our specialist expertise and robust financial modelling techniques to provide the financial planning strategy, which gives our clients peace of mind and helps them to achieve their personal goals.