Welcome to Capel Alley Wealth Management
Capel Alley Wealth Management is a Surrey based Financial Planning and Wealth Management firm that provides Chartered advice to individuals and families from offices in London and Surrey. Capel Alley is a part of Quilter Financial Planning, one the UK’s largest financial advice networks and a repeat winner of the FT Advisers Top 100 Financial Advisers awards. We offer clients real financial strength and security by being part of a FTSE 250 company, that manages in excess of £98.7bn of assets.
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. Our aim is simple: to preserve and grow the wealth of our clients over time.
"We measure our success by the success of our clients achieving their goals” – Dean Watton, Director
Proud to provide Chartered advice
A Chartered Wealth Manager designation is awarded by the Chartered Institute for Securities and Investments and is the mark of an up to date, experienced, and qualified financial sector professional at the pinnacle of their profession. When you work with a Chartered Wealth Manager, you can feel confident that you are working with someone with the highest standards in wealth management and the organisation is committed to professionalism – upholding high standards of integrity and ethical behaviour.
Wealth management is more than simply managing money. Good wealth management should act to provide financial clarity for the road ahead, and peace of mind knowing that you and your family’s future is protected.
We offer holistic advice, which means that our advice will cover all areas of financial planning and wealth management. However, rest assured, our role is to understand your current situation and future objectives so that we can explain the areas we believe can help you and your family. Please see some of the common areas clients seek advice on:
- Retirement planning & pension advice
- Investment advice & wealth management
- Insurance: personal, family and business
- Estate & trust planning
- Cash flow forecasting
- Pension sharing orders and divorce
If you feel you may require help in any of these areas, please feel free to contact us and we would be glad to discuss with you.
