Capel Alley Wealth Management
Initial consultation free
Restricted
With more than 15 years’ experience in financial services, we have the expertise necessary to help clients navigate the complexities of taxation, investments, and the various financial planning issues that arise through one’s lifetime.
We can advise you on
Clients
helped
helped
18
Minimum
pension value
pension value
£150k+
Minimum
wealth
wealth
£150k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Dean Watton
Chartered Wealth Manager - Director
What our clients say
dk
D. K.
We have been with Capel Alley Wealth Management team for 3 years. We have always found them helpful, client centric, and efficient. Everything is done promptly, and the team is keen to help with all manner of financial issues such as investment advice and wealth management
sd
S. D.
Dean has provided clear and comprehensive advice on a range of investment matters aligned to my family and retirement goals. In particular, he has been patient in exploring and explaining my pension options, alleviating any concerns I previously had with investments. He collated the information from my various pension holders and presented me with a range of options, ensuring I understood the risks and benefits of the different pension vehicles I could use. I was reassured by his knowledge and guidance and have no hesitation in recommending Dean as a financial advisor to friends and family.
cs
C. S.
I have had the pleasure of knowing Dean Watton at Capel Alley Wealth Management for some time. I switched to Capel Alley Wealth after losing faith in my previous financial adviser and found Dean to be a real find. He is a safe pair of hands in the handling and fine tuning my investment portfolio.
I receive a yearly review at which we discuss various investment issues and options which gives me confidence for the future. Dean is also contactable by phone or email and prides himself on answering any questions I may have regarding my ISA and Pension plans, with accuracy and sound advice. This has worked well for me.
jp
J. P.
We have for many years been extremely happy with Dean as our advisor. He is a man of his word which is rare to find. He listens to our needs and concerns and has always made us feel comfortable with the products and strategies he has suggested. We feel that he cares about us as individuals and people and has a compassionate side not found too much today.
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