By adhering to our principles of offering independent, whole-market advice we make it more likely that you will accomplish your goals.
Watson French has clients from 18 to 98. As financial advisors we have been passed down from one generation to the next even as we have grown and protected the wealth that lies within that family.
We like to think that many of our clients become friends and that is never more true than when we work with a family.
Family wealth may take the form of property or land, investments, stocks and bonds or a family business. A wide range of assets combined with individuals who are at different stages of their lives with differing needs can make generational Wealth Management complex, however the potential rewards can be great.
Financial matters are personal by their very nature but never more so than within the context of a family. Watson French pride themselves on the time and care they invest in getting to know their clients and understanding their needs. Our sensitive approach to this is fundamental in accomplishing the quality of Wealth Management that we provide for your family.
On a personal level, Stephen has also provided my family with sound financial advice for many years, achieving very pleasing results. It is reassuring to have such good experience in Cornwall.
Roy Ladd – Managing Director, W J Ladd (Builders) Ltd
Inheritance tax planning is obviously a core component of generational business but with Investment Management we aim to add to your family wealth as much as we ensure that it isn’t eroded. Our Wealth Management service takes a holistic approach to the broader picture of your family finances to produce a suitable financial plan that brings peace of mind to all concerned.
If your family could benefit from financial planning advice, please give us a call on 01872 225885 and we will be happy to arrange an initial meeting.
