Introducing Cornwall’s trusted financial planners

Here at Watson French, we’re a privately-owned practice, providing expert financial planning and investment management advice to a loyal family of financially successful clients.

We’re regularly recommended by family, friends and professionals, in part because we are:

Chartered – we were among the first Cornish companies to be awarded Chartered Financial Planner status, in recognition of our professionalism, ethical standards and commitment to quality. 

Independent – fiercely independent of products and providers, we’re unlimited in the opportunities we can offer, and always ensure our advice meets your agenda, not ours.

Local – we’re flattered that our clients often tell us they feel lucky to have found our expertise in the heart of Cornwall, instead of travelling to London or further afield.

We’re particularly well known for our expertise in certain specialist areas, for example, commercial property investment through pension schemes, inheritance tax planning, enterprise investment schemes, venture capital trusts and workplace pensions.

Most importantly, though, we’re entirely devoted to our relationship with you, the client. You’re unique, after all, and the better we understand your priorities, aspirations, values and needs, the more effective our services will be.

If you’d like some direction with your finances, investments, mortgage or pension – whether individually or for a company, charity or trust – you’re very welcome to interview us, free of charge, and see how we get on.

Call us today
01872 225885