Watterson Financial Planning, Cheshire

Who we are

Watterson Financial Planning is a team of experienced and qualified independent financial planners based in the heart of Knutsford, Cheshire. We assist individuals and businesses throughout the UK in achieving their financial goals and securing their financial future.

Our Philosophy

We believe in building long-term, client-centric relationships based on trust and understanding. We are committed to providing transparent and personalized financial planning, tailored to each client's unique needs and aspirations. Our approach involves comprehensive analysis, informed recommendations, and ongoing guidance to empower you to make confident financial decisions.

What we offer

Watterson Financial Planning offers a comprehensive range of services across various financial aspects, including:

1. Retirement and Investment Planning

• Defining retirement goals and strategies
• Portfolio construction and management
• Investment reviews and optimization
• Retirement planning for individuals and businesses

2. Inheritance Tax Planning

• Calculating potential inheritance tax liabilities
• Implementing tax-efficient strategies and mitigation plans
• Estate planning and legacy management

3. Personal and Family Protection

• Reviewing your insurance coverage
• Implementing strategies to safeguard your financial security
• Planning for unexpected events and mitigating risks

4. Financial Guidance and Education

• Providing clear and concise financial plans in accessible language
• Explaining complex financial concepts in simple terms
• Empowering you to make informed financial decisions

Our Approach

Our engagement and review process is designed to understand your unique financial goals and concerns. We will work collaboratively with you to:

• Discuss: We will explore your financial situation, goals, and concerns.
• Plan: We will collaboratively develop a tailored financial plan with specific recommendations.
• Make Recommendations: We will outline clear steps to implement your plan and achieve your goals.
• Review and Monitor: We will regularly review and adjust your plan to ensure its effectiveness over time.

Start Your Journey to Financial Security

If you are seeking trusted and personalized financial guidance, contact Watterson Financial Planning today. We will be happy to schedule a confidential consultation and discuss your individual needs.