Our service is built around a personal face-to-face service and, to do this, we limit the number of clients per Financial Planner. This means you receive a level of service that not many firms can replicate. With Kevin in his mid 40’s and Kirsty and Martyn in their 30’s you can look forward to building a long term relationship with your Planner.
We pride ourselves on our expertise with our staff achieving the highest academic and professional qualifications. As a Chartered and Accredited Financial Planning Firm, we ensure that we acquire and retain the necessary knowledge and skills to deliver the highest quality advice. We also work in an ethical manner that places clients’ interests at the heart of the advice we give
Every individual client, business owner and family has differing needs, commitments and objectives but as we know circumstances will change in life, constantly. Our commitment to independent financial advice allows us to tailor a solution from the whole market, which is aligned to each client, but more than that, we are able to quickly adjust your financial plan if required.
Watson Wood offer a holistic financial planning service that includes all of the following key areas:
- Long term investment strategies
- Pension and Retirement planning
- Tax Planning
- Estate planning
- Life insurance and individual protection
Most of our clients want to engage us for our lifetime financial planning service. This is typically charged as a percentage of funds under management.
After our initial meeting, we will prepare a fee proposal based upon the the scope and complexity of the work involved, to ensure you are fully informed of any possible fees before proceeding.
Points to Note
The value of investments and income from them can go down. You may not get back the original amount invested.
A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement,future interest rates and tax legislation.
The FCA does not regulate income tax and inheritance tax planning.