OUR   SERVICES

We employ a common sense approach to financial planning based on decades of experience.  Our priority is to understand your circumstance fully before any advice is given.  Our advisers are fully qualified to advise across every aspect of finance including savings, investments and pensions (including accumulation and de-accumulation options for drawdown and annuities) through to mortgages and protection.

 

Our remit is straight forward: discuss, analyse, research, compare, present, implement and service.  Our considerations include tax, risk, volatility, charges, performance, timing and access.  Our recommendations receive pre-approval before presentation against constantly updated FCA guidelines.  Our fees are personally negotiated on a case by case basis.  Please ask for a copy of our services and charges disclosure document for information.

 

We have innumerable investment options across all tax wrappers which are utilised according to individual requirements for growth and/or income. 


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Defining The Short Medium And Long Term Rational For Your Portfolio

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Flexible Drawdown

Withdrawing any amount of money from your pension pot.


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Surviving Investment Volatility

Resisting the temptation to make short-term adjustments.


Trusts

Choosing the right structures to protect assets and give your family lasting benefits


Watson Financial Ltd is an appointed representative of CAERUS Financial Limited, Building 120, Windmill Hill Business Park, Swindon, SN5 6NX, which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.gov.uk/register) under reference 497604.
Registered in England & Wales number: 06986949. Registered Office: 1A Fore Street, Bridestowe, Okehampton, Devon EX20 4EL.

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