Capelin Financial Management Limited - Chartered Financial Planners

Financial Services • Solihull, England, United Kingdom • 1-10 Employees

Company overview

Headquarters	2 Thimble Lane, 1678 High Street, Knowle, Solihull, West Midlands B93 0LY, GB
Phone number	+441564200304
Website	capelin.co.uk
NAICS	52
SIC	628
Keywords	Pensions, Management, Trusts, Doctors, Planners, Investment, Tax, Executive, Enterprise, Director, Experts, Wealth, Trust, Retirement, Savings, Financial, Entrepreneur, Dentists, Ethical, Ssas, CFP, Sipp, Certified, Inheritance, Chartered, Solihull, Knowle
Founded	2002
Employees	1-10
Socials

Key Contacts at Capelin Financial Management Limited - Chartered Financial Planners

Derek Capelin

Managing Director / Owner

Richard Cresswell

Chartered Financial Planner, Director

Capelin Financial Management Limited - Chartered Financial Planners Email Formats

Capelin Financial Management Limited - Chartered Financial Planners uses 2 email formats. The most common is {first name} (e.g., john@capelin.co.uk), used 70% of the time.

Format	Example	Percentage
{first name}	john@capelin.co.uk	70%
{first initial}	j@capelin.co.uk	30%

About Capelin Financial Management Limited - Chartered Financial Planners

Professional financial planning services for discerning clients. Comprehensive wealth management services integrated with professionally assessed risk and evidence based investment management. Highly qualified technical analysts and advisers on pensions, investment and wealth management matters for discerning clients. Financial administration services. IFA.

Capelin Financial Management Limited - Chartered Financial Planners revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

Capelin Financial Management Limited - Chartered Financial Planners has 8 employees across 3 departments.

Departments

Number of employees

Funding Data

Capelin Financial Management Limited - Chartered Financial Planners has never raised funding before.

Frequently asked questions

Capelin Financial Management Limited - Chartered Financial Planners is located in Solihull, England, GB.

You can reach Capelin Financial Management Limited - Chartered Financial Planners at +441564200304.

Capelin Financial Management Limited - Chartered Financial Planners was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Capelin Financial Management Limited - Chartered Financial Planners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Capelin Financial Management Limited - Chartered Financial Planners

Derek Capelin

Managing Director / Owner

Richard Cresswell

Chartered Financial Planner, Director

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