How we work
At F G Watts Financial Advisers Ltd, we pride ourselves on being wholly independent holistic financial advisers.
We offer you an initial consultation at our expense, during which we will describe our services in more detail and explain the payment options.
The financial planning process
Identify needs and objectives
This is the consultation where we understand your financial needs and objectives and to explain the service we offer.
To obtain all relevant details about you and your financial circumstances.
Identify your risk profile
Complete a risk assessment and capacity for loss to ascertain how much risk you are willing to take.
Prepare and analyse
Analyse current pensions, investments and protection plans against your objectives and risk level, then make recommendations.
The recommended course of action
Explain fully how the recommendations meet your needs.
Build and implement
Handle all administration, progress and issue documents in line with your expectations.
Review your circumstances and confirm the continuing suitability of your current products and attitude to risk.