Our Services

Acting for corporations, charities and private individuals alike, we invest time to gain a clear picture of your situation before we even consider offering advice.

Watson French provides independent financial planning, investment management and wealth management.

We are completely objective and are not swayed by considerations other than the client’s best interests. We are here to advise you, not sell to you.

Watson French have been awarded Chartered status by the Chartered Insurance Institute, which is a commitment on our part to maintain standards of excellence in qualifications, ethics, business practices and professional development.

Acting for corporations, charities and private individuals alike, we invest time gaining a clear picture of your situation, and explain the choices, opportunities and risks in a way you can understand.

Every well-managed business has a strategic plan for its future, but not every business owner has the time or knowledge necessary to put in place the same rigorous planning for his or her own financial needs.

Stephen Watson

We can conduct Investment Management on an advisory or discretionary basis, depending on your values, objectives and choice, to provide the best return at a level of risk you feel comfortable with.

As Chartered Financial Planners we pride ourselves on giving you entirely bespoke advice, tailored to your aspirations and needs, which unravels the apparent maze of options available to you.

These two services working in combination are the cornerstone of how we see Wealth Management being provided; a holistic service that takes your entire financial profile into account and guides you accordingly dependent on your goals and needs.

We offer all new clients an initial meeting at our expense and without obligation. This would typically take place in our offices, at your home or place of work.