Meet our team of Chartered Financial Planners

Sam Lott Headshot

Sam Lott FPFS

Chartered Financial Planner

Derek Capelin Headshot

Derek Capelin FPFS

Chartered Financial Planner
Managing Director

Richard Cresswell Headshot

Richard Cresswell FPFS

Chartered Financial Planner

Katie Read Headshot

Katie Read FPFS

Chartered Financial Planner
Paraplanning Manager

Chartered Financial Planners
Charlie Foort Headshot

Charlie Foort APFS

Chartered Financial Planner

Meet our team in Client Support

Idrees Muhammed Headshot

Idrees Muhammed BSc (Hons)

Financial Planning Assistant

Sarah Davison Headshot

Sarah Davison

Financial Planning Assistant

Angela Male Headshot

Angela Male

Financial Planning Assistant

Gail Lawson Headshot

Gail Lawson

Operations Director

Lindsay Gilbert Headshot

Lindsay Gilbert

Personal Assistant

Sarah Davison Headshot


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.