Investment Services

At F G Watts Financial Advisers, we’re dedicated to helping you secure your financial future. Our range of investment solutions and regular reviews ensure that your investments are spread across various asset types and countries, giving you the best chance of achieving your financial goals.

Specific Investment Requirements

Whether you have specific investment requirements or are unsure what you want, our experienced team is here to guide you. We can help you build an effective investment portfolio tailored to your needs. It’s important to remember that an investment’s value may fall and rise, and you may get back less than the amount invested.

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Growth and Income Portfolios

We’ve identified a selection of Growth and Income Portfolios designed to provide capital growth, income, or both. Your F G Watts Financial Adviser will explain your options and recommend the right solution for you.

Investment Bonds

Investment Bonds offer a regular income and potential for capital growth. They’re simple, flexible, and often used for tax-planning purposes. The value of an investment bond will be directly linked to the performance of the selected funds and may fluctuate.

Offshore Investments

For some investors, offshore investments can be beneficial, especially if you’re expecting your tax rate to fall or planning to live outside of the UK in the future. Our range of investments provides solutions for those wanting to invest regularly or via a lump sum.

Unit Trusts

Unit Trusts offer medium- to long-term capital growth and income options. They’re often used as a core component of a Stocks and Shares ISA and offer the flexibility to use your annual Capital Gains Tax allowance. They can also be used within a Trust to contribute to an investment for children.

Individual Savings Accounts (ISAs)

Individual Savings Accounts (ISAs) form the cornerstone of many investment portfolios. They offer a straightforward, tax-efficient way to save for the future. Whether saving for a rainy day, a new home, or retirement, ISAs can help you achieve your financial goals. Read more about ISAs.

Junior ISAs

Junior ISAs (JISAs) are a tax-efficient way to build a nest egg for younger family members. JISAs work similarly to regular ISAs but are designed for those under 18. The money invested in a JISA belongs to the child, but they can only withdraw it once they turn 18. Read more about JISAs.

The value of an investment through F G Watts Financial Advisers will be directly linked to the performance of the solutions selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and depend on individual circumstances.

Time to Secure Your Financial Future?

If you require further information or have any questions, please get in touch with us. You can contact us on 01604 973400 or send an email to enquiry@fgwattsifa.co.uk. We’re here to help you secure your financial future.