Derek Capelin Email & Phone Number

Chartered Financial Planner with over 35 years experience in providing specialist professional expertise in retirement and investment planning. Experience supported by the highest professional qualifications, including latest pension specialist examinations, and a Code of Conduct & Ethics. Chartered Financial Planner, Wealth Manager and Independent Financial Planner (IFA) since 1993. Inaugural 'Chartered Champion' for Birmingham Region of the PFS. Citywire Adviser Award nominee 2010, 2011, 2013, 2014, 2015, 2016, 2017, 2018 & 2019. Live contributor on Money Box -BBC Radio 4.Few financial advisers are qualified to these levels and less have been examined on the BS ISO 22222 international standard in financial planning. We have also been awarded the latest Pension Transfer Gold Standard by the CII and continue to strive to the highest standards in all aspects of our business. Our business is delighted to work with Senior Executives, Professionals and Entrepreneurs who prefer to engage with trust, confidence and appreciation in the professional advisory services we deliver.Capelin Financial Management Limited is authorised and regulated by the Financial Conduct Authority.Specialties: Comprehensive financial planning services integrated with professionally assessed risk and evidence based investment management. Technical analysts and advisers on pensions, investment and wealth management matters for discerning clients. Financial administration services. IFA. Trusts

Listed skills include Wealth Management, Pensions, Financial Advisory, Wealth, and 46 others.