Our Services

 We provide a wholly independent client focused advisory service in the following areas:

In addition we like to provide a Holistic approach to financial planning or we can simply advise on consolidation and restructuring of existing financial products if that is the client focus.

Additional services for Trustees:

If you are a Trustee you may be tasked with the responsibility of taking investment advice and assessing the portfolio's continuing effectiveness. You may also be required to balance a portfolio's assets to take into account different classes of beneficiaries. The Trustee Act 2000 requires that any Trust investment is suitable and kept under review.

For Trustees we offer the following services:

  • Review of existing Trust investment portfolios
  • Working with your other professional advisers, we can see that the Trust's assets are invested to ensure that the objectives of the Trust are met and for you to carry out your duties as Trustee.
  • Advice on the construction of Trust investment portfolios
  • Investment tax planning within Trusts
  • An appraisal of an existing portfolio to ensure that it meets the requirements of the Trust Deed and appropriate recommendations for changes within the portfolio, to ensure that the Trust invests in suitable investments.

Please contact us if we can help you.

F G Watts Financial Advisers Ltd is an appointed representative of Secure IFA Limited, which is authorised and regulated by the Financial Services Authority.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Services Authority does not regulate tax planning, trusts advice, personal loans or all forms of mortgage .