Meet our team of Chartered Financial Planners
Derek Capelin FPFS
Managing Director, Chartered Financial Planner
Heather Singleton FPFS
Director, Chartered Financial Planner
Richard Cresswell FPFS
Director, Chartered Financial Planner
Sam Lott APFS
Chartered Financial Planner
Jade Mountford APFS
Chartered Financial Planner
Meet our team in Client Support
Katie Read
Financial Planning Assistant
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 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.