This is what some of our satisfied clients had to say...

Cathy Clifford, Worcestershire

“Thank you very much for your help with this difficulty.  I've found it very easy to meet experts with glowing advice when you have a lot of money to invest; far harder to find someone with the integrity to guide a client through their whole financial journey.

I've known you since I was a student, through the purchase of my first property and relative affluence of working as a single woman; onto the financial revolutions of getting married and having children, and planning for their future and education.

You've guided me, not only through inheriting large sums, but also in dealing with sudden unexpected loss and complexity; your advice has always been imaginative and flexible as well as financially rigorous.  

Mrs Andrea Dawson

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Mrs S M, Dorridge

“ A very belated ‘thank you’ for your help with my pension problem. I was particularly grateful for the way you quickly understood exactly where I was coming from, and the nature of advice I needed – and delivered that advice with a smile! “

Professor SB, Knowle

“Thank you so much for looking into this. We had no idea that it would be so complicated. You have unearthed a degree of complexity we did not think would be possible hidden away in the small print of UK building society 'products'. How does the ordinary investor stand a chance!”

Prof. RB, Birmingham

"Dear Heather,  Thank you for our informative discussion yesterday. I was impressed by your knowledge and innovative ideas. I was interested to hear about….."

Mrs D, New South Wales

"Dear Derek, You are so efficient and so brilliant to put everything we need in such a simple way! Thank goodness we have you to look after us.  Your initial advice proved to be spot on. If ever you need a testimonial, let me know. And we have XXXX to thank for recommending you."

Jill Munden, Director, People Vision Services Ltd , Solihull 

"Derek,  thank you once again for the time & energy you invested into leading such an engaging session yesterday.  I heard quite a number of people afterwards expressing their frustration that they hadn’t met you 6/12/18 months ago.   There was a definite feeling that people wanted more   - I guess you could’ve easily done a day and not even scratched the surface!  So, altogether, very positive feedback." 

DG, Managing Director, West Midlands

"The fact that xxxxx and I are in a strong financial position in our 'retirement' is largely a result of your firm's advice and I would like to convey our thanks for the skill and diligence shown by you and Derek in the build up to the big day".

GP Practice, Birmingham

"We have been very pleased with your expert advice and we hope you will be happy to help us in the future on an individual, private basis." 

KG, Selly Oak, Birmingham         

"I am just writing to say "thank you" for being so helpful to me with all your telephone advice and your emails.........Once more, a sincere "thank you" for all you have done. I am most grateful......I have passed your name onto two colleagues thus far." 

Mrs W. from Solihull...

"...I do not need to remind you of how distressed I was when I just presented my particular financial problems to you. It was so encouraging when you were kind enough to come here to me for discussion and your planned approach to it.

Our first set-back became a further challenge to your abilities, resolving some months later in a highly satisfying result. It was a tremendous relief to me and I really can't express how grateful I am to you and your staff, who worked so hard on my behalf.

Apart from this very satisfactory business association, I count myself fortunate that I have always been met with a friendly and reassuring answer to my numerous phone calls, by any member of your staff.

I look forward with complete confidence in leaving my financial affairs in the very capable hands of Capelin Financial Management."

Mr & Mrs E. from USA...

"It was a pleasure to meet you earlier this month, with my mother..., my sister and her husband. Many thanks for all your insight and advice - we all certainly appreciated it....We are pleased that things could all be arranged in the relatively short time we had."

Mr & Mrs W. from Hall Green, Birmingham...

"Your service to F. and her family has been excellent, and that is why we have recommended you to our family and friends."

Ms A. P. from Solihull...

"Thank you, Derek, very much for all you have done for me. I really appreciate your help."

GAB, Solihull... 

"Most sincere appreciation to you and Heather for your time and effort on our behalf. These have been the most difficult months of our lives, your support has been of great comfort. Thank you"    

Ms JKS, Hertfordshire...

"Thank you for my updated Portfolio, wonderful service as always. It has taken me a long time to get organized and I couldn't have done it without you over the past 7 years and I want to thank you for everything"

Mrs F W, Birmingham...

“I am writing to thank you very much for giving me the benefit of your time and advice. It was at my late fathers request that I see an IFA that I found myself contacting you. I am so glad I did. With your expertise and knowledge of your field you gave us the help and sound advice we needed. We both feel so relieved following our meeting  having discussed everything at length. Things seem so much clearer now. I really appreciated the time you gave me and your sincerity. You are clearly a man who likes to help people and you really did help us”.