Testimonials

I have worked with Dean for many years, way back when he was at my local Bank, so it was an easy transition for me to continue the working relationship when he moved to a new enterprise. Dean is honest and straight talking and he attempts to speak in layman's terms when discussing my investments, which makes understanding the terminology very easy. It's been quite a few years now through bad and good markets and I am very happy with how things are progressing, highly recommended.

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.
 

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.

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.

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