Meet our team of Chartered Financial Planners

Sam Lott FPFS
Chartered Financial Planner

Derek Capelin FPFS
Chartered Financial Planner
Managing Director

Richard Cresswell FPFS
Chartered Financial Planner
Director

Katie Read FPFS
Chartered Financial Planner

Idrees Muhammed FPFS
Chartered Financial Planner

Charlie Foort FPFS
Chartered Financial Planner
Meet our team in Client Support

Alex Robinson DipPFS
Financial Planning Assistant


Angela Male
Financial Planning Assistant

Gail Lawson
Operations Director

Lindsay Gilbert
Personal Assistant
Vacancy
Financial Planning 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.