Capelin Financial Management Limited - Solihull

Malcolm Paulson

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.

Amanda Jenkins

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.

Linda Platten

My partner and I have used Capelin Financial Management Ltd for many years. Throughout this time we have been advised by Sam Lott. Sam has consistently provided us with excellent advice tailored to our changing circumstances. His expertise is obvious yet his explanations are always very clear.

Lisa Eyre

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.

Gillian Bradbury

I have found Capelin Financial Management extremely helpful. They have been informative and given guidance in a language and manner which has been knowledgeable, interesting and supportive. Derek and Sam are highly professional, personable and respond quickly to any queries. Their financial reports are clear and the platforms they have advised work well allowing instant updated access to personal and business financial records.

Cynthia Raggatt

We appreciate the planning and advice given to us at our annual review by Katie and Idrees. Everything was clearly explained and the graphs of past and present performance we found helpful.
We would highly recommend the Capelin team.

Yasmin Paulson

Subject: Heartfelt Appreciation for the Capelin Financial Management Team

Sincere gratitude for the exceptional support and guidance that the Capelin team has provided us with regarding our financial management.

From our very first interaction, it was evident that the team possesses a wealth of knowledge and expertise in the field of finance. Each member of your staff has demonstrated an impressive level of professionalism.

In particular, I would like to extend my heartfelt thanks to Derek Capelin and Katie Reed.

Katie and Derek's commitment has been instrumental in helping us navigate through various financial challenge

They took the time to understand our situation, and provided tailored advice that was both practical and insightful. The clarity with which you explained complex concepts allowed us to make informed decisions confidently.

Moreover, I cannot emphasize enough how friendly and approachable everyone on your team is. It is rare to find such a combination of professionalism coupled with genuine warmth; this quality sets Capelin apart from othee firms.

Your team's collaborative spirit fosters an environment where questions are welcomed, ensuring we never felt hesitant about seeking clarification or assistance when needed. This open line of communication significantly contributed to building trust between us—a crucial element when dealing with finances.

Once again, thank you for everything you do! Please convey my appreciation not only directly but also collectively among all members of your remarkable team at Caplin Financial Management.

Warm regards,

Yasmin Paulson

Marian Griew

Capelin’s have been advising me about my financial affairs for three years. They are professional, friendly and helpful and quick to advise on any changes that need to be made in respect of my finances. I am very satisfied with the way they are looking after me and have no hesitation in recommending them