Helping you bring your finances
into focus
Welcome to F G Watts Financial Advisers. Let us help answer your questions.
- What are my short-term and long-term financial objectives?
- What is my current financial situation?
- What is my investment risk tolerance?
- What resources do I have available?
- What is my plan for unexpected contingencies?
- What is my tax planning strategy?
- How will I measure my financial performance?
Building a partnership with you
Regardless of the complexity of your financial needs, from intricate wealth management to more straightforward financial affairs, our primary aim is to make a significant impact. We consider the importance of expertly tailored wealth management and independent financial advice. We’re not just managing your wealth but building a partnership with you.
How can I achieve my financial goals?
Sustaining and growing your wealth is essential. It’s not just about investment management; it also includes retirement planning, Inheritance Tax estate planning, and much more.
How will I ensure I achieve the retirement I deserve?
Retirement should be a time of relaxation and enjoyment. After years of hard work, this is the moment to reap the benefits of your diligence.
How can I navigate the complexities of investment markets?
Don’t just let your money sit idle. With F G Watts Financial Advisers, we ensure your money is put to work in ways that align with your financial goals and personal circumstances.
How can I safeguard my most valuable asset, my health?
We often overlook the value of our health until we no longer have it. It’s a precious asset, arguably the most precious one we possess. Yet, surprisingly, we tend to take it for granted.
How can I maximise my wealth and stay compliant with the tax laws?
With a robust personal tax planning system in place, it can make you feel safe in a maze of legalities and paperwork.
How can I align my overall business objectives with my personal plans?
Running a business is demanding and time-consuming. Balancing commercial and personal goals can be challenging, especially when your business assets are substantial.
Find out how we can help you
The first step is to set up an initial consultation. This is free of charge and no obligation.
Please read our latest news
We update you with what’s happening in finance and how it affects you.
The future of retirement
Experiences of the past and potential future scenarios The latest research reveals a significant disparity in perceptions regarding retirement experiences of the past and potential
The cost of early withdrawal from your pension
How retirees are impacting their financial future by accessing pension pots too soon More than three-quarters (78%) of retirees have already dipped into their pension
Pension scams on the rise
Protect your savings! 7.3 million UK adults encountered an attempted scam in the past year Around 7.3 million UK adults, or one in seven, encountered
What our customers are saying…
Alexandria Montgomery2024-03-01I visited F G Watts Financial Advisors on the 29th February. I had an arranged appointment with Shaun Jellis to talk about some pension advice. I found Shaun from start to finish to be an utmost professional. He was friendly and courteous and made me a nice cup of coffee whilst he read through some paperwork that I brought with me. Nothing was too much trouble and his explanations were easy to understand, clear and precise. I wouldn't hesitate to use this company again and I much doubt if you would find a much better one!
Susan2024-02-15As we approached retirement we were a little confused as to the whole process of collecting on our pensions. Dave Baldwin at FGWatts was recommended to us a few years ago by friends as they approached their retirement, so we gave him a call and we couldn’t be in better hands. He visited us at our home, explained all our options and guided us through to making the right choice for us. He sorted everything out for us from start to finish and we are now very happily retired safe in the knowledge that our finances are in expert hands.
Tim Fisher2023-10-12Very friendly and knowledgeable staff great advice given for my demands
Ryan Haskins2023-10-11It's really easy to use and the financial advisor is always an email away to help with any queries or processes that you want to trigger. The fees are percentage based which are pretty common and they're pretty average prices. I would recommend if you don't mind the fees and just want an easy experience letting experienced people handle your investments. If you're more knowledgeable and don't want to pay a fee for something you can do yourself then it might not be the most suitable for everyone. I have enjoyed using the service and it does minimise any stress for me.
Peter Dodds2023-09-21My wife and I have both benefited from the tremendous advice and support of Trevor Panther and the team at FG Watts in transferring and setting up our respective SIPPs. The quality of advice was excellent, all processes were followed through in a very timely manner and the ongoing servicing of our pensions has been executed flawlessly. We continue to have an excellent ongoing relationship with the team and recommend the service without reservation.
Fiona Turland2023-08-07We have been given advice specific to our needs and in our own time. Trevor listens and explains answers to questions, succinctly and in language that is understandable. We would highly recommend the services offered by Trevor Panther at F G Watts. Superb.
malcolm meadows2023-08-06I had no idea of how confusing pensions could be , but after speaking to Trevor I was more confident and comfortable in my opinions. Every question I asked he answered them so I understood, he was patient and very professional I would certainly recommend him to my work colleagues and friends ..
Philip Rattan2023-08-06We have dealt with Trevor Panther, and his colleagues at F G Watts Financial Advisers Ltd for many years now. We have always received very good service, but in addition to that, there is always great attention to detail, and helpful and practical advice, which reflects our financial needs. We are impressed by their thorough understanding of what we realise is an increasingly complex marketplace, and are fully confident in the advice we receive. We would recommend F G Watts Financial Advisers Ltd without any hesitation. Philip and Sheelagh Rattan
Lyn Botterill2023-07-27Always on hand anytime. Always helpful too
Nigel Daniels2023-07-04I have trusted F G Watts with looking after my personal pensions for over 20 years now without any concerns. I've always had good advice and can not fault the service they provide.