Exceeding Expectations, One Cake at a Time.
Our Vision and Values
At F G Watts Financial Advisers, we believe in empowering individuals to take control of their financial lives. We collaborate with clients to develop tailored financial plans that align with their unique goals and aspirations. We regard open communication, transparency and genuine partnership as fundamental to our approach.
Who We Are
Our team of experienced financial advisors draws on extensive knowledge and expertise across various financial disciplines. We hold relevant industry qualifications and credentials, ensuring our clients receive reliable and dependable guidance.
Wealth Management
- Comprehensive portfolio management
- Regular reviews and performance tracking
- Investment planning and goal setting
- Risk management strategies
Retirement Planning
- Pension maximization strategies
- Retirement investment planning
- Inheritance tax planning
- Retirement income planning
Investment Services
- Goal-based investment strategies
- Diversified portfolio construction
- Regular market updates and reviews
- Risk tolerance assessment
Protection Services
- Health insurance planning
- Critical illness cover
- Income protection
- Life insurance review
Tax Planning Services
- Tax compliance strategies
- Personal tax optimization
- Business tax planning
- Succession planning
Corporate Services
- Retirement planning for employees
- Executive compensation planning
- Business succession planning
Our Approach
We take a holistic approach to financial planning, considering all aspects of your financial life. We work collaboratively with you to:
- Identify your financial goals and objectives
- Assess your current financial situation
- Develop a customized financial plan
- Implement the plan and track results
- Review and adjust your plan regularly to ensure it remains relevant and effective over time.
Client Testimonials
"Shaun Jellis at F G Watts Financial Advisers was incredibly helpful in guiding me through the process of securing my retirement. He provided clear explanations and tailored solutions, making the entire experience stress-free." - Alexandria Montgomery
"Dave Baldwin at F G Watts Financial Advisers was a godsend when we were approaching retirement. He took the time to understand our needs and found the perfect solution for us." - Susan
Excellent Pension Advisory Service
The reviews collectively highlight the exceptional service provided by FG Watts Financial Advisors in guiding individuals through the process of collecting their pensions and managing their finances. The advisors, including Dave Baldwin, Shaun Jellis, and Trevor Panther, are praised for their professionalism, expertise, and personalized approach.
Personalized Guidance and Support
Many reviewers appreciate the advisors' willingness to visit them at their homes, explain complex financial concepts in easy-to-understand terms, and provide tailored guidance to ensure they make informed decisions. The advisors' patience, courtesy, and attention to detail are also commended.
Expertise and Trustworthiness
The reviewers express high confidence in the advisors' expertise and trustworthiness, citing their ability to navigate the complex pension landscape and provide sound advice. Several reviewers have been with FG Watts for many years, attesting to the company's long-term reliability and performance.
Easy to Use and Stress-Free Experience
Some reviewers appreciate the ease of use and stress-free experience offered by FG Watts, allowing them to focus on their retirement while leaving the financial management to the experts.
