Testimonials

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.

I have been very happy with your help in transferring my funds to Quilter. You have been a great help in any questions I may have had and only wish I had moved quicker.
 

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

He is an adviser that any professional investor would want on his team. He takes pride not only in his work but in his clients and the information and advice he has given to them In return, his clients feel comfortable in the knowledge that he has considered all aspects of our needs.

I combined multiple Pensions with the help of Dean Watton at Capel Alley WM. My perception of the process was one of difficulty, but Dean made it easy.

We meet annually to discuss the funds’ performance and he is readily available, whenever I have queries in regard to my Pension and any further investments.

I am certainly satisfied with the work done by Dean and his team.