Wealth Management Services
The Benefits of the Wealth Management Service:
• A tailored service to meet:
o Your circumstances
o Your attitude to risk
o Your objectives
• A four stage investment solution process:
o Establish your attitude to risk
o Strategic approach to the spread of assets
o Investment selection
o Portfolio monitoring
• Superior client service and review
• On line access
• Consolidation of assets on one platform maximising large fund discounts
• Simple tracking of investments
• Extensive choice of investment solutions
• Wide range of tax wrappers
• Consolidated tax summary for self assessment
• High quality reporting on a yearly basis
• The FG Watts Investment Committee:
o Quarterly meetings to review market outlook
o Independently researched model portfolios
o Rebalanced portfolios
At FG Watts providing service means treating you as an individual and delivering what you require in a timely and efficient way that adds value to your life.
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.
