Principled, Objective & Accomplished
We work hard to understand your goals and needs. When you talk to Watson French, you will find that we talk about you before we talk about your money.
Watson French is a principled and accomplished independent firm providing objective financial planning and investment advice to business owners and high-earning professionals that delivers outstanding results.
Our clients regularly recommend us and we work hard to repay that trust by providing service of the highest standard; genuinely bespoke, effective and ethical.
Objective. The independence Watson French enjoys allows our advice to be truly objective. We are not swayed by considerations other than our clients’ best interests. To that end we work hard to understand you and your goals and needs. When you talk to Watson French, you will find that before we talk about your money, we talk about you. That, if you like, is where our interest lies.
Accomplished. Watson French is adept at taking the long view whether in client relationships or planning and investment strategies. We have been delivering outstanding results for over twenty years and have client relationships that extend over generations. We were among the first Cornish companies to be awarded Chartered Financial Planner status in recognition of our professionalism, ethical standards and commitment to quality.
Principled. Watson French’s own code of ethics is written into the business’s DNA. The graduate program develops people with the values of transparency, honesty, trustworthiness and integrity. The company has a five-page code of ethics that everyone signs and adheres to.
My career in financial services started in 1978. Over the early years I met a lot of business people. A common theme was that they regarded their business as their means to a financially secure retirement. They had control of their business and believed there was more sense in building business assets for their future rather than making pension contributions to an insurance company.
Although I had mixed views on this…
Armed with my ideas and a considerable amount of enthusiasm I set out to share my opportunities with as many business owners as I could.Stephen Watson
I joined Watson French as the firm’s first Graduate Trainee in 2012. Working firstly as Stephen’s assistant and then as his colleague I achieved Chartered Financial Planner status and became a Fellow of the Personal Finance Society in 2017. That same year I became a director of Watson French and was appointed Managing Director in 2020.
As a full member of STEP…
I would like to see our firm become a national Top 100 IFA while preserving our principles, building on our accomplishments and retaining our objective independence.Chris Philips