Watson French

Cornwall investment management, from our office in Truro, Watson French provide specialist advice on Personal pensions, including Self Invested Personal Pensions (SIPP’s) to cover your retirement planning as well as specialist advice on Company Pensions and Annuities.

As an Independent Financial Advisor, we are not tied to any single provider and as such, we can provide you with the best advice on which pension, SIPP or annuity to suit your particular requirements.

Watson French are Chartered Financial Planners and were awarded this status in recognition for the commitment and professionalism we have demonstrated in the management and delivery of the highest quality advice and service to our clients.  This accolade demonstrates our continuing commitment to providing our clients with ethical advice and the best portfolio management at all times.

Retirement is something we all look forward to and getting the right pension, SIPP and annuity can make a considerable difference to your future.

Our two principal IM services are:

Advisory

Our investment management service is designed to give all our customers the ability to remain involved in the management process, at the same time as maintaining control over their portfolio.  Generally, we invest in collective funds and cash whilst avoiding a direct investment in the Stock Exchange.  Using the collective investment approach provides our clients with a much wider spread and a lower risk exposure.  We aim to provide you with an appropriate mix of investments that meet your key objectives whilst carefully considering your parameters for investment risk.

We will continually monitor your portfolio and suggest changes we feel appropriate in line with prevailing market conditions at the same time as taking you personal circumstances in to consideration.  Your holdings cannot be changed without your approval and we will always advise you, in detail, the reasons we are suggesting a change so that you can make an informed decision.

As part of our management service, we will keep you regularly advised about the value of your holdings and hold regular up-date meetings where we can discuss one-on-one any changes to your personal circumstances that affect your decision regarding investment risk.

Discretionary

Working directly with J.M. Finn and Company, the noted largest privately owned stockbroker in the UK, enables our customers to work directly with a third party thus delegating their investment management decisions.  Again, we provide regular briefings that keep you informed about your portfolio and we can arrange to meet with you at a convenient location.

Contact Watson French for further information and advice regarding pensions, retirement planning, SIPP’s, Annuities and advice on investment management in Cornwall.

Watson French is authorised and regulated by the FSA.

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Investment Management