Our services
Investment Management
Monitoring and reporting reassures you that the portfolio is delivering against its stated objectives. We set that performance against challenging investment benchmarks.
The goal of Investment Management is to achieve the best possible return from your investments while managing risk. Working in an objective and principled way, Watson French has been accomplished at this since 1999.
The process begins by helping you to define your investment goals and objectives. We will establish your position on ethical investments, risk tolerance, time frames and the accessibility of investment assets.
Our role is then to recommend a tailor-made combination of investments to match your priorities, values and goals.
In building your portfolio, we offer you whole-market advice and are not restricted to a limited selection of products and providers. Our compensation is by pre-arranged fee and not by product commission.
I read the documents, I listened to the pitches that I did not understand. Thank goodness for Stephen and his staff who turned the jargon into English, patiently explained and have managed superbly. Consistently excellent for many years now.
W Elliott
Monitoring and reporting reassures you that the portfolio is delivering against its stated objectives. We set that performance against challenging investment benchmarks. These reviews are generally twice yearly for funds over £500,000 and annually if below, although we are happy to meet as frequently as you wish.
Advisory Investment Management gives you control over your investment decisions, acting upon our advice as you see fit. Generally it suits people who prefer lower-risk investments when compared with the Stock Exchange, and who want to be involved with the investment management of their capital subject to our help and advice. We proactively recommend investment changes in light of investment conditions and performance and only make changes to your portfolio with your agreement.
If you would like to give us a call on 01872 225885 we can arrange to invest a little time in a preliminary meeting.
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.