Watch House Financial Planning has a set of values that informs all aspects of our business, from day-to-day activities to longer term strategic changes. 

These values will be evident for our clients and professional relationships and embodied by our team:

Helpful – We develop close relationships with our clients and are always looking for ways in which we can strive to be helpful.  Whether that is the delivery of complex advice, giving guidance to their friends and family members, or simply assisting with form filling or 3^rd party financial institutions – we are always keen to help.

Value – We focus on providing value to our clients.  This can be a result of our investment management approach, our financial planning expertise to bring peace of mind, tax efficiency and the achievement of financial goals, or through our close personal service and availability; or all three.

Expertise – We maintain high levels of expertise and ensure we have experts within the company who can assist our clients with more complex financial matters.  This includes having Chartered Financial Planners and full members of the Society of Later Life Advisers (SOLLA), to name but two.

Central – As Financial Planners, we strive to be at the heart of our clients’ financial affairs and act as a resource for them for all aspects of their planning, whether that be the advice that we provide directly or the ability to signpost them to other local professionals or service providers.

Personable – Our clients develop relationships with their Financial Planners, but also with the other members of the team.  Our clients have direct contact information with all our staff, and many develop strong and personal relationships over time.  We always endeavour to work in an approachable and friendly way.

Community – We are keen to offer our staff the ability to develop within our industry and provide support for them to further their learning and professional expertise.  We are also keen to give back to our local community and each year have a nominated local charity that we support.