Capelin Financial Management Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Traded endowment policies
- Unit trusts
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
2 Thimble Lane, 1678 High Street, Knowle, Solihull, West Midlands, B93 0LY
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.
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.
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