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
Paraplanning Manager
Charlie Foort APFS
Chartered Financial Planner
Paraplanner
Meet our team in Client Support
Idrees Muhammed BSc (Hons)
Financial Planning Assistant
Sarah Davison
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.