Capelin Financial Management Limited - Solihull

Jacqueline E.

As a family we have been supported for many years with financial planning and huge financial decisions with the expert and informative support of the team at Capelin. Our initial meetings many years ago were with Derek then with Derek and Charlie and now with Charlie. Both have tremendous patience and provide us with the space to clarify any points that we may be unsure of! Their financial knowledge and guidance has to be commended. Our son who has recently taken up full time employment, is now supported by Charlie in making his current and future financial decisions. As a family we would highly recommend Capelin Financial Planners. They are efficient and effective in ensuring that you are making the right decisions to secure your financial future and achieve your financial goals both in the long and short term.

Hilary H.

Capelin’s have looked after my financial affairs for over 25 years and I have every confidence in their guidance which has proved fruitful.
For the past several years Katie Read has looked after my investments very successfully.
An annual meeting with her is a pleasure, she has all relevant information to hand, any concerns dealt with professionally and a hard copy of the up to date position is provided for my file.
I have no hesitation in recommending the Capelin team and Katie In particular.

Colin E.

Capelin Financial management have efficiently and wisely managed my and my wife’s financial affairs for over 20 years. Derek and Katie continue to provide friendly and knowledgeable advice, which has always produced good, and sometimes excellent, financial returns. I would recommend this firm for sound financial advice.

Malcolm P.

We have been using Capelin Financial Management for a number of years and more recently our advisor has been Katie Read. We have always found the whole team very professional and friendly as well as being focused in delivering the best financial advice.

Katie is very good at explaining things in a manor that is easy to understand and also responds very promptly to any questions and queries. We find her very approachable.

Lisa E.

We transferred our financial planning to Capelin Financial Management Limited after a disappointing service from our previous provider.
From the first introductory meeting to the subsequent detailed planning ones, we were extremely impressed with the attention to detail and in-depth analysis of our finances. 12 mths on we have received a fantastic service from Capelin with our enquiries being responded to, often within hours. Katie Read our personal advisor, is a highly qualified chartered financial planner who has a very personable and friendly manner and gives us the utmost confidence in her advice . If you're looking for a Financial planning service we would highly recommend them.

Roger B.

If you want to be looked after by a company that puts your situation first, that listens and explains clearly the financial options you have then Capelin's must be your choice.
They have always provided a superb service with fast and beneficial responses.
They don't waste money on unnecessary, expensive, elaborate offices but clearly focus on their clients needs.
I know my finances are in great hands and when I 'move on' my family will also enjoy the fruits of Capelin's expertise.
Richard Cresswell is our principle contact and together with his team they are brilliant.

Amanda J.

I have been a client of Derek Capelin and his team at Capelin Financial Management since 2009. Derek and, more recently, Katie Read have expertly and reassuringly guided me through important financial decisions during this time and in my ongoing retirement planning.

I feel completely confident in the quality of their advice, their expert knowledge of financial planning and their commitment to securing the best long-term outcomes for their clients. Their advice is always explained clearly in review meetings along with detailed written recommendations and is supported by efficient processes and an excellent admin team.

All this combined with their warm and friendly approach makes for a long-term relationship I value very highly. It is always a pleasure to interact with Katie, Derek and the team.

I have absolutely no hesitation in recommending Capelin Financial Management.

Julie F.

Capelin have supported and guided us financially for many years and we could not be happier with the partnership we have built during this time. Our current advisors are Sam Lott and Idrees Muhammed. They have taken time to fully understand our needs and helped us to create a long term financial plan which is meeting or exceeding our expectations. They are technically strong and very professional in their approach. Highly recommend.