Our services
Chartered Financial Planning
By adhering to our principles of offering independent, whole-market advice we make it more likely that you will accomplish your goals.
Financial Planning is a service for individuals and families that provides objective guidance in organising their financial affairs in order to help achieve their goals.
The process of Financial Planning can appear complex as it includes forming a comprehensive picture of current finances, drawing up a list of your financial ambitions and developing a strategy to achieve them.
By adhering to our principles of offering independent, whole-market advice we make it more likely that you will accomplish your goals.
Watson French is a Chartered Financial Planning firm. The Chartered Insurance Institute (CII) awards Chartered status to individuals and firms who display eminence in their field and have made a public commitment to maintain standards of excellence in qualifications, ethics, business practices and professional development.
Firstly we take the time to truly get to know you, to understand your current financial position and clarify your aspirations for the future. We want to know you as a person, as much as a balance sheet.
Then it’s our role to find you the best possible ways to achieve those goals. This is open, unbiased advice, and considers all the opportunities available to you including ethical and tax efficient options.
We would like to take the time to thank you for your efficiency, professionalism, empathy and at all times your courtesy. Your firm has been exceptional and we thank you for that. We are very pleased with the outcome.
Mr & Mrs Luzmoor
Finally, we’ll keep you on track. We’ll meet with you regularly, to measure your progress towards your objectives, and see how they might have changed. The advice you receive will always be completely bespoke and naturally our fee will be fair, transparent and easy to understand.
Over time, we hope to develop a strong relationship, based upon mutual trust, giving us a clear sense of your values, wants and needs. It’s no coincidence that so many of our clients become friends, and recommend us in turn.
If any of the above appeals to you, give us a call on 01872 225885 and we can get a preliminary meeting in the diary.
Our Services
Chartered
Financial Planning
A service for individuals and families that provides objective guidance in organising your financial affairs in order to help achieve your goals.
Investment
Management
We help you define your investment goals and objectives. We then establish your position on ethical investments, risk tolerance, time frames and the accessibility of investment assets.
Wealth
Management
Watson French coordinate the services needed to manage your assets while creating a strategic plan for your current and future needs.