Testimonials

After much searching for financial advice, we finally met Dean. From the outset we knew that he was a financial manager we could both trust and work with. Dean spent time getting to know us, developing an understanding of our drivers and concerns. He was then able to outline to us the different investment strategies we could explore. This allowed us to narrow down our options and then model and explore the best opportunities for our current and future investments.

Dean carefully outlined the benefits and of course the risks to investments, ensuring we had a good understanding of all the risks involved before proceeding. We have invested wisely and with confidence in both the platforms we have used, and the advice provided.

We would strongly recommend Dean if you are seeking financial advice. Dean has been both flexible and generous with his time, resulting in us feeling confident and supported by him.
 

My husband and I have been served well by Dean Watton at Capel Alley Wealth Management. He seems very much in touch with the Investment Market, and we feel that we are in good hands. He gets in touch with us, formally, once a year and we go through all our affairs which gives us much confidence. But he is also on the end of the phone if we need to check anything or ask questions at other times. He is easy to talk to which helps to dissipate any tension which could arise while dealing with this sensitive subject. We are certainly satisfied with the work done by Dean and his team.

I have had the pleasure of knowing Dean Watton at Capel Alley Wealth Management for some time. I switched to Capel Alley Wealth after losing faith in my previous financial adviser and found Dean to be a real find. He is a safe pair of hands in the handling and fine tuning my investment portfolio.

I receive a yearly review at which we discuss various investment issues and options which gives me confidence for the future. Dean is also contactable by phone or email and prides himself on answering any questions I may have regarding my ISA and Pension plans, with accuracy and sound advice. This has worked well for me.

We have for many years been extremely happy with Dean as our advisor. He is a man of his word which is rare to find. He listens to our needs and concerns and has always made us feel comfortable with the products and strategies he has suggested. We feel that he cares about us as individuals and people and has a compassionate side not found too much today.

We moved our savings to Dean about 15 months ago. We were pleasantly surprised at our first meeting with him how comfortable and relaxed he made us feel. He always keeps a constant check on our investments and we are very satisfied with Dean for his work on our behalf.