About Us

Meet our friendly and experienced team

Roger Watson DipPFS

Director & Financial Adviser

Martin Watson DipPFS

Director & Financial Adviser

Paul Whiteman DipPFS

Financial Planning Consultant

Debbie Wade

Office Manager - BATH

 

Kate Samuel

Administrator/Para Planner

STRAIGHTFORWARD - Free from ambiguity

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Find out how our friendly team can help you on your journey.

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