Derek Capelin delivers comprehensive financial management services for clients who value impartial and objective advice on investment and financial planning issues.

He is governed by the rules of the Financial Services Authority and the strict Codes of Ethics and Professional Practice adopted by the leading trade bodies, the Institute of Financial Planning and the Personal Finance Society (PFS). The Personal Finance Society is the financial planning division of the Chartered Insurance Institute (CII).

Derek has achieved the international standard in financial planning, holding a CFP license as a Certified Financial Planner from the Institute of Financial Planning. He is also a Chartered Financial Planner, a Fellow of the Chartered Insurance Institute and a Fellow of the Personal Finance Society, qualifications that have been achieved through a rigorous examination process, combined with relevant client and technical related experience of over 25 years. Derek is approved to advise members of the Universities Superannuation Scheme.

Derek has acted as an external leader and lecturer for students striving to achieve their own professional qualifications with the Chartered Insurance Institute. He has spent over 10 years in the management and training of financial planning advisory staff, whilst maintaining day-to-day responsibility for his own personal portfolio of private clients.

These qualifications are the ultimate qualifications for the financial planning professional and are of a significantly higher level than the industry benchmark authorisation levels required by the Financial Services Act. Derek also holds the Investment Advice Certificate issued by the Securities Institute, and the Mortgage Advice Qualification, which complete the suite of an independent assessment of his comprehensive approach to the management of clients' investment and financial planning requirements.

Clients are introduced to Derek from professional firms of accountants and solicitors together with recommendations from satisfied personal clients. Clients usually have a background in the professions or as business directors and owners, or who have situations that demand experience and technical expertise.

The common theme amongst them all is that they take the management of their financial affairs very seriously. They are working towards clearly defined objectives, which are agreed at regular review meetings in combination with their other professional advisers.

Keeping ahead in the fast changing financial services marketplace has always been Derek's aim and to this end he takes full advantage of a thorough programme of continuous professional development in attending regular courses and financial seminars.

Derek Capelin is Certified to BS ISO 22222 by The Chartered Insurance Institute - UKAS Personnel Certification reference 4218

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You may reference Derek at;
http://www.financialplanning.org.uk/consumers/cfp_details.cfm?ID=16