How we work
As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable contracts and funds currently available. We are thus able to make arrangements to maximise the benefits to our clients.
We can review your existing financial situation and reach a realistic assessment of your likely needs. For this, you will need to set aside some time to talk to us - the first half-hour consultation is free. There's no charge, and no obligation, while we find out together if we can improve your situation.
Depending on your instructions we will carry out a needs analysis based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.
You will receive professional advice about whether your financial arrangements are already adequate or whether they are inadequate (or not covered at all).
You will also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects.
All of our proposals will be fully explained and costed so that you will know exactly what and why before you agree to anything.
F G Watts Financial Advisers Ltd is an appointed representative of Secure IFA Limited, which is authorised and regulated by the Financial Services Authority.
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