Business Details
Independent Financial Advisers in Northampton
F G Watts Financial Advisers has been providing independent financial advice to individuals and businesses since 2007. Our team of experienced professionals specialises in holistic wealth creation, safeguarding clients' financial futures through tailored strategies. We combine in-depth market knowledge with a client-centric approach to deliver bespoke solutions for wealth management, retirement planning, investment strategies, and tax-efficient structures. With over 15 years of combined experience, our advisers hold relevant industry qualifications and maintain authorisation from the Financial Conduct Authority.We prioritise transparency in all dealings, offering clear communication and comprehensive support throughout the financial planning process. Our commitment to ongoing client education ensures informed decision-making, while our regulatory compliance guarantees adherence to the highest professional standards. We serve clients across the UK from our Northampton office, maintaining a reputation for reliability and expertise in complex financial matters.
Services
Wealth Management
Retirement Planning
Investment Services
Protection Services
Tax Planning
Corporate Services
Highlights and features
- We offer FCA-authorised independent financial advice
- Our team has over 15 years of combined industry experience
- We provide tailored solutions for complex financial situations
- We offer free initial consultations with no obligation
- We maintain transparent fee structures and clear communication
Associations and certifications
- Financial Conduct Authority
What people say
Utmost professional
Easy to understand explanations
Timely manner
Flawless ongoing servicing
Excellent ongoing relationship
Services
Wealth Management
Our wealth management service creates comprehensive strategies to grow and protect your assets. We develop tailored investment portfolios aligned with your risk tolerance and financial goals. The service includes regular reviews to ensure your wealth continues growing effectively while maintaining appropriate diversification across different asset classes and geographic regions.
Retirement Planning
We help clients design retirement strategies that ensure financial security during their later years. Our service covers pension consolidation, income planning, and tax-efficient withdrawals. We consider longevity factors and lifestyle requirements to create sustainable income streams that maintain your desired standard of living throughout retirement.
Investment Services
Our investment services offer diversified portfolio solutions tailored to individual risk profiles. We provide access to various investment vehicles including ISAs, unit trusts, and offshore investments. The service includes ongoing monitoring and rebalancing to optimise returns while maintaining appropriate risk levels aligned with your financial objectives.
Protection Services
We assess your protection needs to safeguard against financial risks that could impact your wealth. Our service covers life insurance, critical illness cover, and income protection policies. We help clients implement strategies that protect their income and assets while ensuring family financial security in unexpected circumstances.
Tax Planning
Our tax planning service identifies legitimate opportunities to reduce tax liabilities across all financial aspects. We specialise in inheritance tax mitigation, pension tax relief optimisation, and investment tax efficiency. The service works alongside accountants to create comprehensive strategies that maximise tax benefits within regulatory frameworks.
People
Dave Baldwin
Senior Financial Adviser
With over 20 years' experience, Dave specialises in retirement planning and pension transfers. He has helped numerous clients transition from corporate pensions to personal arrangements, maintaining FCA-authorised status throughout his career.
Shaun Jellis
Financial Adviser
Shaun provides expert pension advice and manages group life insurance solutions. His client-focused approach combines technical expertise with clear communication, serving both individual and corporate clients since joining the firm in 2015.
Trevor Panther
Lead Adviser
As a senior adviser, Trevor specialises in SIPP transfers and investment management. With extensive experience in complex financial planning, he delivers tailored solutions for high-net-worth individuals and business owners across the UK.
Questions
What financial services do you specialise in?
We specialise in wealth management, retirement planning, investment strategies, protection services, tax planning, and corporate financial advice tailored to individual client needs.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FRN 774881) and adhere to strict regulatory standards.
Do you offer initial consultations?
Yes, we provide free initial consultations with no obligation to discuss your financial goals and requirements.
How do you charge for your services?
Our fees are transparent and discussed during initial consultations. We offer various payment structures tailored to client needs.
What areas do you cover?
While based in Northampton, we serve clients throughout the UK with both in-person and remote advisory services.
