Professional wealth solutions for discerning clients Meet our team of Chartered Financial Planners Derek Capelin FPFS Managing Director, Chartered Financial Planner Richard Cresswell FPFS Director, Chartered Financial Planner Sam Lott APFS Chartered Financial Planner Meet our team in Client Support Katie Read BA (Hons) Cert (CII) FS Financial Planning Assistant Amy Fletcher LL.B (Hons) DipPFS Financial Planning Assistant Gail Lawson Management Assistant Lindsay Gilbert Personal 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. E: office@capelin.co.uk T: 01564 200304 Capelin Financial Management Limited Chartered Financial Planners and Independent Wealth Advisers 2 Thimble Lane, 1678 High Street, Knowle, Solihull, West Midlands, B93 0LY Registered in England No. 04461524 Capelin Financial Management Limited is authorised and regulated by the Financial Conduct Authority © Copyright 2018 Capelin Financial Management Limited