By adhering to our principles of offering independent, whole-market advice we make it more likely that you will accomplish your goals.
Successful professionals such as solicitors and accountants often recommend us to their clients so it comes as no surprise that many of them look to Watson French for advice on their own financial planning and wealth management.
The advice being sought will often depend on their career stage; just made partner, in the middle years or looking towards retirement.
Working long hours on client business can leave too little time to truly focus on your own financial planning and if you find that your income varies dependent on your billings that can make financial planning appear even more challenging.
Whatever your profession, you appreciate the fact that people come to you for your specialist knowledge and by the same token, Watson French have the in-depth and up to date knowledge and experience necessary to help you achieve your financial goals and ambitions.
Our family has been helped by Watson French for many years. We have been impressed by their efficiency, courtesy and prompt delivery of good advice. It is clear to us that Stephen Watson has his finger on the pulse of the financial marketsPaul & Elaine Stephens
In the earlier years, an Investment Management plan is likely to have a significant impact on the amount of money you have in the future. As time passes, planning for your retirement goals and even making consideration to reduce your IHT burden become more important.
Your Financial Planning needs to reflect these changing needs even as it takes account of such things as school fees, mortgages, tax liabilities and future cash flow.
If you feel that you are in a similar situation please call us on 01872 225885 and we can arrange a preliminary meeting.