Meet our team of Chartered Financial Planners

Sam Lott Headshot

Sam Lott APFS

Chartered Financial Planner

Derek Capelin Headshot

Derek Capelin FPFS

Chartered Financial Planner
Managing Director

Richard Cresswell Headshot

Richard Cresswell FPFS

Chartered Financial Planner
Director

Meet our team in Client Support

Charlie Foort Headshot

Charlie Foort BA(Hons) DipPFS

Financial Planning Assistant

Katie Read Headshot

Katie Read BA (Hons) DipPFS

Paraplanning Manager

Amy Fletcher Headshot

Angela Male

Financial Planning Assistant

Gail Lawson Headshot

Gail Lawson

Operations Director

Lindsay Gilbert Headshot

Lindsay Gilbert

Personal Assistant

Lindsay Gilbert Headshot

TBC

Graduate Trainee

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.