Capelin Financial Management Ltd

Independent Financial Adviser  2 Thimble Lane, Solihull, West midlands, B93 0LY
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FCA authorised
Last authorised 21st September 2020
Chartered Financial Planners delivering professional financial planning solutions for discerning clients from our offices in Knowle.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Sam Lott APFS
Chartered Financial Planner
Jade Mountford APFS APFS
Chartered Financial Planner
Richard Cresswell FPFS FPFS
Chartered Financial Planner
Derek Capelin FCII FPFS CFP FCII FPFS CFP
Chartered Financial Planner
About us

Derek Capelin is one of only a few planners nationwide who is accredited to the BS ISO 22222 international standard in financial planning.

We adopt a thorough approach to help you to become financially well organised with clearly defined objectives.

Our business has been established through recommendations from the professions and existing clients who prefer to engage our services on the basis of developing long term advisory relationships.

We adhere to a Code of Ethics and Professional Practice, having pride in the impartial quality of our advice.

Our services

We are experts in integrated evidence based solutions that are robust, and place your peace of mind as the top priority.

We work well with the financially astute who recognise our expertise and those who have conducted their own due diligence on our professional integrity - trusting us to advise their colleagues and clients accordingly.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Face to face

2 Thimble Lane, 1678 High Street, Knowle, Solihull, West Midlands, B93 0LY

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