01392 202 626
CALL US NOW!
Welcome To Watson & Partners Ltd
Financial Advisers and Mortgage Firm in Exeter, Devon
W&P Ltd have been providing professional, friendly Financial Advice since 2002.
We help our clients with Mortgages, Protection, Investments and Pension Planning so that they can achieve their financial and lifestyle goals more readily.
Call us today on 01392 202 626 or email us at enquiries@wandpfs.co.uk and we'll be pleased to help you.
Our Main Services
-
Mortgages & Protection
Mortgages are loans to help individuals purchase property. Protection is insurance for you, your family and your home.
-
Savings & Investment
Investing is what you can do with the savings you have created - if you are looking to generate a greater return on your money.
-
Retirement Planning
A well prepared pension plan, reviewed regularly, helping to provide you with a reasonable level of income for your future.
HOW WE WORK
Here's how we formulate the plan towards your goals
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU
-
1
-
About you
-
We meet together to discuss your personal circumstances and your current financial situation.
-
2
-
Your Goals & Ambitions
-
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
-
3
-
Analysis
-
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
-
4
-
How to get there
-
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
-
5
-
Implementation
-
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
-
6
-
Review the Plan & Progress Updates
-
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.