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.

Financial Planning Director

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

Richard joined Capel Court in January 2016 and provides invaluable Customer Services Support and Administrative Assistance to our advisers.  Richard has worked within the Financial Services Industr

 Read more...
Financial Planner

David joined Capel Court in October 2019, is a Member of the Chartered Institute for Securities & Investment (MCSI) and holds the Level 4 Investment Advice Diploma in Regulated Financial Planni

 Read more...
Trainee Financial Planner

Matthew joined Capel Court in October 2019, has a degree in Business Economics (BA Hons) from the University of Liverpool and is currently working towards the Level 4 CII Diploma in Regulated Finan

 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...