About the Business
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).
Location & Hours
1678 High St, Knowle
