Wealth Management

The Benefits of the Wealth Management Service

A tailored service to meet:

  • Your circumstances
  • Your attitude to risk
  • Your objectives

A five stage investment solution process:

  • Establish your attitude to risk
  • Establish your attitude to cost
  • Strategic approach to the spread of assets
  • Investment selection
  • Portfolio monitoring

What else?

  • Superior client service and review
  • Consolidation of assets,if appropriate
  • Extensive choice of investment solutions
  • Wide range of provider tax wrappers
  • Technology based risk assessment and product provider research

At FG Watts providing service means treating you as an individual by delivering focused support and guidance towards achieving your financial ambitions.