Capelin Financial Management Limited
Chartered Financial Planners
2 Thimble Lane
1678 High Street
Knowle
Solihull
B93 0LY

Phone 01564 200304
Fax     01564 200367
Email  Capelin Financial Management

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Looking for unbiased independent financial advice from a professional you can trust? Capelin Financial Management Limited has Chartered Financial Planners who you can trust to provide professionally qualified independent financial advice.

Our experienced planners are fellowship members of the Personal Finance Society. They also hold the Certified Financial Planner license issued by the Institute of Financial Planning. This powerful combination means that they are well placed to advise on your personal and business finance matters.

Lifetime financial planning integrates your personal and business requirements planning in respect of your income tax, inheritance tax and capital gains tax liabilities. Looking ahead with retirement planning and long-term care beyond. Our pension planning advice covers personal and company pensions including, where appropriate, Self Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS). Your personal financial plan is based on a comprehensive financial planning process. It begins with an informal discussion of your needs, goals and aspirations. Working with you, we will then recommend financial solutions that are tailored to you.

As that collaboration continues in a long-term relationship, we will help update your plan and track its stability and strength over time. It's just one of the benefits of working with Capelin Financial Management Limited.