Huw Watts Independant Financial Planning

Our Vision

Huw Watts Independent Financial Planning Ltd is guided by a clear vision: to empower individuals to achieve financial security and pursue life goals with confidence. We believe in building strong, lasting relationships with our clients, understanding their unique needs and aspirations.

Who We Are

Our team of experienced and qualified financial planners, led by Huw Watts, are dedicated to providing tailored financial solutions and guidance. We are committed to open communication, transparency, and personalized service throughout the process.

What We Do

We offer a comprehensive range of financial planning services, including:

1. Financial Planning & Goal Setting

• Comprehensive review of your financial situation
• Identification of your financial goals and aspirations
• Development of a tailored financial plan to achieve your goals
• Regular review and monitoring of your progress

2. Investment Planning

• Personalized portfolio construction based on your risk tolerance and goals
• Regular review and rebalancing of your portfolio
• Access to a diversified range of investment options

3. Retirement Planning

• Guidance on maximizing your pension contributions
• Strategies for planning for a comfortable retirement
• Investment options to maximize your retirement savings

4. Tax Planning

• Tax efficient planning strategies to minimize your tax burden
• Assistance with tax returns and compliance
• Advice on capital gains tax, inheritance tax, and other taxes

5. Protection Planning

• Review of your existing insurance coverage
• Identification of potential risks and vulnerabilities
• Development of a tailored insurance plan to protect your assets and loved ones

6. Estate Planning

• Creation of a comprehensive estate plan that aligns with your financial and personal goals
• Guidance on inheritance tax planning and power of attorney

Our Approach

We take a collaborative and personalized approach to financial planning. We believe in:

• Transparency: We provide clear and concise explanations of our process and recommendations.
• Communication: We maintain open and regular communication with our clients.
• Client-centeredness: We prioritize your needs and goals in every decision we make.
• Integrity: We adhere to the highest ethical standards and regulatory guidelines.