Capelin Financial Management Limited
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Capelin Financial Management Limited, Independent Financial Advisers, Knowle, Solhull

DEREK CAPELIN

HEATHER SINGLETON

KAREN PEXTON

ADRIAN COX

HELEN CARTWRIGHT

TRUDY YOUNG

DEE JENNINGS

GAIL LAWSON

 

Chartered Insurance Institute

The Personal Finance Society

Certified Financial Planners

 

Disabled access

About Us  
Capelin Financial Management Limited nominated in the Citywire Adviser Awards 2010!  

Capelin Financial Management Limited provides comprehensive financial solutions on the basis of maintaining long-term relationships.

We are normally appointed following recommendations from the professions, existing clients and friends of our business. Other clients seek out our practice based on their requirement for an adviser who holds advanced level and specialist qualifications.  Derek and Heather are amongst less than 50 people nationwide who hold both the FCII and FPFS qualification titles.

This means that we deliver a truly personal service that acts in your best interests at all times. We welcome enquiries on this basis.

Capelin Financial Management Limited is authorised to conduct investment business under the Financial Services & Markets Act 2000 and is authorised and regulated by the Financial Services Authority.

Capelin Financial Management Limited's FSA Register number is 232070.

You can check the above details on the FSA Register by visiting the FSA website www.fsa.gov.uk/register  or by contacting the FSA on 0845 606 1234.

Capelin Financial Management Limited is an independent adviser and will act on your behalf in advising you on products from the whole market.

It is an FSA requirement that at outset you receive and understand the 'Keyfacts about our services' document. This document is available to view through the "legal" page - please look at this document now.

If you have any queries whatsoever, please use the 'Contact Us' link at the top of this page to contact us before proceeding further. We will be delighted to help.

 

BS ISO22222
4218

Derek Capelin is Certified to BS ISO22222 by The Chartered Insurance Institute - UKAS Personnel Certification reference 4218

SIFA

“The team at Capelin Financial Management are committed to working strategically with other professionals in a way which complements and enhances their own advice. We're proud to have such a progressive firm as one of our members”.

Ian Muirhead, SIFA Managing Director (Solicitors Independent Financial Advice)

SIFA Professional

About SIFA

BS ISO22222 International Standard

Our Treating Customers Fairly Policy

Our Environmental Policy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
   
 

 

 
 

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Chartered Financial Planners and Independent Financial Advisers
2 Thimble Lane, 1678 High Street, Knowle, Solihull, West Midlands. B93 0LY Telephone: (01564) 200304 Facsimile: (01564) 200367 Email: office@capelin.co.uk
Capelin Financial Management Limited is authorised and regulated by the Financial Services Authority Registered in England & Wales No.04461524