We have an open approach to investment management, it should be a simple matter but it is made complex by the vast amount of investment products, services and opinions that prevail.

We offer two investment management services:

Advisory Service:

This will appeal to you if you want to retain overall control over your investment decisions and remain involved in the management process.

For the most part you will prefer to avoid directly investing in the Stock Exchange and favour the lower risk collective investment funds and cash.

Collective investment funds offer a wider investment spread and consequently lower investment risk.

Our role is to advise you on the most appropriate combination of investment funds that match both your investment objectives and investment risk parameters.

Once investments have been made our service is based on keeping you regularly informed of the value of your investments with regular meetings, monitoring your holdings and suggesting changes to you as and when we consider it appropriate, according to investment conditions that prevail and taking account of your changing circumstances.

You retain full control because no changes can be made to your investments until you sanction them.

Discretionary Service:

Watson French have a special relationship with one of the largest privately owned and distinguished firm of stockbrokers in the country, J M Finn & Co.

We have worked closely with J M Finn & Co for many years and from personal experience we have every confidence in their proficiency and level of personal service.

For our clients that prefer to delegate all investment decisions to a third party, our discretionary managed service is likely to appeal. Regular meetings with you, at our offices in Truro, London, or at your home, to review investment performance, is designed to keep you fully up to date with your investment portfolio.