Meet the team

By drawing on years of both personal and collective experience we constantly strive to offer a professional and personal approach to the provision of financial planning services combined with a commitment to providing the highest standards of client support at all times.

Business Development Director

After leaving the Black Watch, Robert began his career in financial services as ‘the man from the Pru’.  As Business Development Director, Robert manages Capel Court’s business partnerships as well

 Read more...
Financial Planner

Matthew has a broad wealth of experience within the financial services industry having worked both in the tied as well as former independent environments.  Matthew has a comprehensive knowledge of

 Read more...
Chartered Financial Planner (Consultant)

Graham is a Chartered Financial Planner with a very wide range of experience and a comprehensive knowledge of the Financial Services Market.  Graham has been registered with the Financial Conduct A

 Read more...
Administrator and Customer Services Support

As the newest member of the team, Richard joined Capel Court in January 2016 in order to provide Customer Services Support and administrative assistance to our advisers.  Richard comes to the role

 Read more...
Compliance

Mark is responsible for the smooth and secure running of Capel Court’s operations and services and is also the firm’s Compliance Officer.  Having begun his career over 30 years ago with the Halifax

 Read more...