Corporate Services 

Expert Financial Planning for Business Owners 

Corporate Services 

Running a business is demanding and time-consuming. Balancing commercial and personal goals can be challenging, especially when your business assets are substantial. At F G Watts Financial Advisers, we understand that your wealth should work as hard as you do. 

Comprehensive Wealth Management and Financial Advice 

Our experienced team provides all-encompassing financial planning for business owners like you. We are here to help you navigate the complexities of managing wealth before, during, and after you decide to sell your business. 

Strategic Advice and Practical Plans 

We have a team of highly qualified wealth planning experts who specialise in offering strategic and forward-thinking advice. Our practical plans cover business continuity, exit strategies, tax mitigation, pension, and retirement planning. 

Why Choose F G Watts Financial Advisers? 

Why should you trust us with your financial planning needs? The answer is simple: we offer comprehensive financial advice by working in unison with your professional advisers. This approach ensures holistic support at every stage of your business journey. 

Bridging the Gap between Personal and Business Finances 

As a business owner, your personal and business finances are often intertwined. While your accountant and solicitor update you on legal and tax implications, they may not be wealth planning or investment management experts. That’s where we come in. 

At F G Watts Financial Advisers, we specialise in financial advice for business owners. By working in concert with your other professional advisers, we ensure that all your business and wealth planning needs are met throughout your business lifecycle. 

Expertise in Comprehensive Financial Services 

Group Pensions 

At F G Watts, we excel in managing group pensions. Our team is equipped with the knowledge and tools to provide you with the best solutions for your employees’ retirement planning needs. 

Group Life Assurance and Critical Illness 

We understand that life is full of uncertainties. Our Group Life Assurance and Critical Illness Plans are designed to provide a safety net for your employees when they need it most. 

Group Permanent Health Insurance 

Our Group Permanent Health Insurance provides your workforce with long-term protection and peace of mind, ensuring they are always covered. 

Scheme Implementation and Ongoing Support 

We don’t just advise and assist with scheme implementation but also provide ongoing support and administration. We aim to ensure the smooth running of all employee benefit arrangements in place. 

Strategic Planning for Long-term Success

Retirement and Succession Planning 

Planning for the future is essential. We help businesses strategise their retirement and succession planning to ensure a smooth transition and continued success. 

Protecting Your Business and Family 

We are committed to ensuring your business and your family are safeguarded in the event of death or ill health. Our comprehensive plans provide the necessary coverage to keep you secure. 

Safeguarding Against Loss of Key Personnel 

The loss of key personnel can be devastating to any business. We offer strategies to protect your business in such events, minimising disruption and maintaining stability. 

Ready to Take the Next Step in Your Financial Journey? 

If you’re ready to take control of your business and personal wealth, we’re here to help. For more information or to arrange a consultation, please get in touch with us on 01604 973400 or email us at Your future is our priority, and we’re ready to help you make the most of it.