DISCRETIONARY FUND MANAGEMENT

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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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An Individual Investment Portfolio

Whether you’re an experience investor or just getting started, delegating the day-to-day management of your investments to a discretionary fund manager may be right for you. Your investment manager will construct your portfolio, monitor and manage on your behalf.

At Capel Alley, we work with some of the leading investment houses that aim to provide a high-touch service to our clients. This approach to investing can accommodate our clients that would prefer a less hands-on approach with their portfolio, trusted in the hands of professionals.

We will ensure that your wider financial planning objectives are being met and by joining up with our preferred investment house, create a symbiotic relationship built around you.

Ongoing performance reviews will ensure that your portfolio is meeting your expectations and provide the necessary oversight, keeping you in the passenger seat, alongside your financial adviser.