Meet our team of Chartered Financial Planners

Sam Lott Headshot

Sam Lott FPFS

Chartered Financial Planner

Derek Capelin Headshot

Derek Capelin FCII FPFS

Chartered Financial Planner

Richard Cresswell Headshot

Richard Cresswell FPFS

Chartered Financial Planner

Katie Read Headshot

Katie Read FPFS

Chartered Financial Planner

Idrees Muhammed Headshot

Idrees Muhammed FPFS

Chartered Financial Planner

Charlie Foort Headshot

Charlie Foort FPFS

Chartered Financial Planner

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Meet our team in Client Support

Alex Robinson

Alex Robinson DipPFS

Financial Planning Assistant

Chartered Financial Planners
Angela Male Headshot

Angela Male

Financial Planning Assistant

Gail Capelin Headshot

Gail Capelin

Operations Director

Rachel Grieves Headshot

Rachel Grieves

Financial Planning Assistant

Vacancy

Vacancy

Financial Planning 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.