Our services
Wealth Management
Watson French coordinate the services needed to manage your assets while creating a strategic plan for your current and future needs.
Watson French offers Wealth Management as an advisory and management service that combines a broad range of financial services to holistically address the needs of affluent clients.
Wealth Management may include aspects of Investment Management and Financial Planning as well as estate planning, retirement and tax services and transitioning business wealth into personal wealth.
Instead of attempting to integrate pieces of advice and various products from multiple professionals, you may be more likely to benefit from this cohesive approach. Watson French coordinate the services needed to manage your assets while creating a strategic plan for your current and future needs.
We believe the overarching objective of wealth management is to sustain and grow your net worth. We use a consultative process to establish your wider aims and ambitions which might include growing or passing on wealth in your family, retiring comfortably, putting succession planning in place for your business or supporting ethical and charitable endeavours.
Chris and Stephen took time to listen to our needs, our priorities and our concerns and addressed each one with clearly explained options. We have renewed our wills, written assets into trust and feel we now have an advisor who we can completely trust to safeguard our family’s long term financial security.
Martin & Deborah
Following the development and implementation of your financial plan, we meet regularly with you to update goals, review, and re-balance your portfolio. At the same time, we look at how your circumstances or goals may have changed and whether there is need for additional services.
With Wealth Management we aim to develop a strong and long lasting relationship that endures for many years to come.
If you would like to take the first step on that journey, please just give us a call on 01872 225885 and we can arrange 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.