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Who We Are

people sitting on chair in front of laptop computers

Who We Are

people sitting on chair in front of laptop computers

Who We Are

About Us

"We measure our success by the success of our clients achieving their goals."

Signature

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 of the UK’s largest financial advice networks and a repeat winner of the FT Advisers Top 100 Financial Advisers awards.

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“With more than 18 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.”

Dean Watton - Director

The people behind the advice

"Good advice starts with the right people."

Dean is supported by an experienced administration and paraplanning team, helping to ensure a seamless and highly personalised client experience.

Main office

18 Years Advising

Chartered Wealth Manager

Trusted by Business Owners & Families

Our Approach

"Comprehensive advice. Lasting relationships."

We will cover a range of 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.

01.

Introduction

Our initial meeting is at our cost and typically lasts 30 minutes to 1 hour. We'll take the time to understand your current situation and financial aspirations, allowing us to confirm whether we can add value.

02.

Information Gathering

03.

Research & Recommendations

04.

Implementation

05.

Remaining on Track

lady checking her phone and smiling
two ladies looking at a laptop and smiling
lady checking her phone and smiling
person managing their expenses on a laptop
person making a contactless payment with a card

Introduction

Our initial meeting is at our cost and typically lasts 30 minutes to 1 hour. We'll take the time to understand your current situation and financial aspirations, allowing us to confirm whether we can add value.

Information Gathering

Research & Recommendations

Implementation

Remaining on Track

lady checking her phone and smiling
two ladies looking at a laptop and smiling
lady checking her phone and smiling
person managing their expenses on a laptop
person making a contactless payment with a card

Our Offices

"Always close by when it matters most."

Proudly serving clients throughout the South East of England and beyond.

Surrey

London

Ready to secure your financial future?

Your Future, Our Purpose.

Capel Alley Wealth Management is a trading style of Capel Alley Limited. Registered office address: Fetcham Park House, Lower Road, Fetcham, Leatherhead, England, KT22 9HD. Registered in England and Wales under reference 15133249 Capel Alley Wealth Management is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 1005496. Capel Alley Wealth Management is a trading style of Capel Alley Limited an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Approver Quilter Financial Services Limited 12/02/2025

Ready to secure your financial future?

Your Future, Our Purpose.

Capel Alley Wealth Management is a trading style of Capel Alley Limited. Registered office address: Fetcham Park House, Lower Road, Fetcham, Leatherhead, England, KT22 9HD. Registered in England and Wales under reference 15133249 Capel Alley Wealth Management is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 1005496. Capel Alley Wealth Management is a trading style of Capel Alley Limited an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Approver Quilter Financial Services Limited 12/02/2025

Ready to secure your financial future?

Your Future, Our Purpose.

Capel Alley Wealth Management is a trading style of Capel Alley Limited. Registered office address: Fetcham Park House, Lower Road, Fetcham, Leatherhead, England, KT22 9HD. Registered in England and Wales under reference 15133249 Capel Alley Wealth Management is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 1005496. Capel Alley Wealth Management is a trading style of Capel Alley Limited an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Approver Quilter Financial Services Limited 12/02/2025