Wealth Management

Wealth management is a holistic approach to financial planning and investment strategy aimed at sustaining and growing your wealth. It’s not just about investment management; it also includes retirement planning, Inheritance Tax estate planning, and much more.

What is Wealth Management?

Wealth management empowers you to protect and grow your family wealth in the most effective and tax-efficient way at every stage of your life. Whether you’re getting married, funding education, planning for retirement, or preparing to pass on wealth to the next generation, wealth management can help you reach your financial goals.

Tailored Services Just for You

We offer you an initial consultation at our expense, during which we will describe our services in more detail and explain the payment options.

Ready to Take Control of Your Wealth?

If you’re new to wealth management and want to understand more or are ready to take the next step towards achieving your financial goals, we’re here to help. Please don’t hesitate to contact us on 01604 973400 or by emailing enquiry@fgwattsifa.co.uk for further information.

Let’s talk

Our highly experienced team is ready to assist you, your family, and your business with bespoke independent financial advice. Our expertise lies in holistic wealth creation, safeguarding you, your loved ones, and your business, and future-proofing your finances.

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F G Watts Financial Advisers Ltd, 5 Mobbs Miller House, Christchurch Road, Northampton, NN1 5LL, United Kingdom t: 01604 973400 e: enquiry@fgwattsifa.co.uk

F G Watts Financial Advisers Ltd are authorised and regulated by the Financial Conduct Authority (FRN 774881). Registered in England No. 07061659. Financial Services Register No: 774881 http://www.fca.org.uk/register. F G Watts Financial Advisers Ltd Registered Address: 5 Mobbs Miller House, Christchurch Road, Northampton, NN1 5LL. Registered in England & Wales.
Neither F G Watts Financial Advisers Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments, or school fee planning.
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