Building a partnership with you
At F G Watts Financial Advisers, we believe that achieving financial stability and prosperity requires a deep understanding of your unique financial situation, goals, and risk tolerance. Our team of experts is dedicated to providing tailored financial advice, tailored to meet the specific needs of each client. With our extensive experience, we have developed a comprehensive range of services designed to help you make informed financial decisions, maximise your wealth, and achieve your long-term goals.
Expertise
Our team of financial advisors has extensive knowledge and expertise in a wide range of areas, including wealth management, retirement planning, investment protection, tax planning, and corporate planning. We take the time to understand your individual circumstances, goals, and risk tolerance and tailor our advice accordingly. Whether you are seeking to grow your wealth, achieve financial independence, or simply want to ensure your loved ones are protected, we are here to help.
Services
At F G Watts Financial Advisers, we offer a range of services designed to help you achieve your financial goals. Our services include:
Wealth Management: We help you create a tailored investment strategy that aligns with your financial goals and risk tolerance.
Retirement Planning: We work with you to create a comprehensive retirement plan that ensures you have the financial resources to enjoy your golden years.
Investment Protection: We help you protect your assets and provide for your loved ones through our investment protection services.
Tax Planning: We help you navigate the complex world of tax planning, ensuring you pay the minimum amount of tax and maximise your wealth.
Corporate Planning: We work with business owners to create a plan that aligns their business goals with their personal financial objectives.
Meet the Team
Our team of experts are highly qualified and experienced in the financial services industry. We are committed to providing exceptional service, expert advice, and a tailored approach to your individual needs. Our team includes:
Shaun Jellis: Senior Financial Advisor
Dave Baldwin: Retirements and Retirement Planner
Trevor Panther: Wealth Manager
Trevor listens and explains answers to questions, succinctly and in language that is understandable.
Testimonials
Our clients have spoken highly of our services, praising our expertise, professionalism, and commitment to their individual needs. Here's what some of our satisfied clients have said:
Alexandria Montgomery: "I found Shaun from start to finish to be an utmost professional. He made me a nice cup of coffee whilst he read through some paperwork that I brought with me. Nothing was too much trouble and his explanations were easy to understand, clear and precise."
Susan: "Dave Baldwin at FGWatts was recommended to us a few years ago by friends as they approached their retirement. He visited us at our home, explained all our options and guided us through to making the right choice for us. He sorted everything out for us from start to finish and we are now very happily retired safe in the knowledge that our finances are in expert hands."
How We Are Remunerated
At F G Watts Financial Advisers, we believe transparency is key. Our fees are clear and upfront, and we only charge for the services we provide. We do not receive any commission for selling financial products or services. Our fees are percentage based, and we are committed to providing exceptional service and expert advice.
Introducers
If you are an introducer or referring agent, we would be delighted to discuss how we can work together to provide exceptional services to your clients.
Legal Statement
Our website provides general information and commentary about financial services. The information contained on this website does not constitute financial advice and should not be relied upon as such. We disclaim all liability for any loss or damage that may arise from the use of information provided on this website.
Overview of FG Watts Financial Advisors Reviews
Excellent Service and Expertise
The majority of reviewers praise FG Watts Financial Advisors for their exceptional service, expertise, and professionalism. They appreciate the personalized approach, clear explanations, and guidance provided by the financial advisors, particularly Dave Baldwin, Shaun Jellis, and Trevor Panther.
Positive Experiences
Many reviewers mention that they felt confident and comfortable with the advice and support received, which helped them make informed decisions about their pensions and financial arrangements. They appreciate the attention to detail, patience, and understanding of their individual needs.
Ease of Use and Trust
Several reviewers highlight the ease of using the service, with some mentioning that it minimizes stress and allows them to relax, knowing their finances are in expert hands. Many reviewers trust FG Watts with their financial affairs, with some having been clients for over 20 years.
Recommendations
The overwhelming majority of reviewers would recommend FG Watts Financial Advisors to family, friends, and colleagues, citing their excellent service, expertise, and professionalism.
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