Welcome to Capel Alley

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What we do
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
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Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
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When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.
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INSIGHTS
Testimonials
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Client Portal

Offices in London and Surrey

Welcome to Capel Alley Wealth Management

Our journey begins with a deep understanding of your individual goals, priorities, and dreams. Through open and meaningful conversations, we take the time to listen, learn, and appreciate the intricacies of your financial landscape. Your story becomes the foundation upon which we build a tailored wealth management strategy.

With a team of seasoned experts, we navigate the complexities of the financial world to craft a roadmap specifically designed to meet your objectives. From investment strategies and risk management to tax optimisation and estate planning, our comprehensive suite of services is geared towards empowering your financial success.

At Capel Alley Wealth Management we measure our success by yours. Your financial well-being is not just a priority; it's our purpose. Experience a wealth management partner dedicated to putting your needs first, guiding you towards your aspirations, and celebrating your financial milestones with you.

HOW WE CAN HELP YOU

Our Main Services

Our Plan For You

Here's how we formulate the plan towards your goals.

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

How we work

Introduction

Our initial meeting with you will be at our cost – this meeting can typically take between 30 minutes to 1 hour.
Information Gathering

During this ‘fact finding’ meeting we will be collecting and confirming all of your important financial information.
Research & Recommendations

As a Chartered firm, you can count on us to conduct the necessary research to make a suitable recommendation.
Implementation

Upon completion of all paperwork, we will move towards implementation.
Remaining on Track

We pride ourselves on building life-long relationships with our clients.

How we work

CAN WE HELP YOU WITH SOMETHING?

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C. & R. W.

Dean Watton has been our Financial Advisor for seven years. Over that time, he has been most attentive to our needs, tailoring his advice accordingly and always keeping us well informed of changes as they arise and fund performance. A pleasure to deal with, could not ask more from a Financial Advisor.

R. S.

I had the pleasure of having Dean assist me in navigating my financial planning following a divorce.
He was incredibly helpful, knowledgable and approachable.
His expertise and guidance were invaluable he took time to help me through my needs and tailored a package for my financial future.

I would highly recommend Dean to anyone seeking professional financial advice.

P. B.

I would just like to say what a pleasure it is to talk to you regarding my finances and that you have a good understanding in explaining everything in simple terms.

S. B

Dean has been looking after my portfolio for just over a year. I spent considerable time choosing the right person, and firm to manage my expectations and high standards. From the start, Dean was very knowledgeable of the industry, and current and upcoming market trends and was able to explain it all in layman's terms. After 12 months, I have seen a good return despite the many global uncertainties due to the correct decisions made on my behalf in this period. I expect this trend to continue and I can strongly recommend Capel Alley Wealth Management and notably Dean to diligently look after you.

P. H.

Having been financial advised by Dean for more than 5 years, he recently guided me to an investment strategy that suited my changing and evolving investment goal. He oversaw the transfer of funds from another source into this more suitable product and all progressed to a smooth conclusion. I look forward to continuing to work with him in growing the portfolio in the years to come.

Your Wealth.
Our Expertise.
Endless Possibilities.

Offices in London and Surrey