Dave Watson - Mortgage And Financial Services
I am a local Independent Financial Adviser and I cover all aspects of your personal financial planning including:
Mortgages/Remortgages/Moving Home/First Time Buyers and Equity Release. Family and Business Protection, Pensions, Annuities, Savings & Investments.
As an Independent Financial Adviser I cover the Forfar, Dundee, Angus, Perth and Aberdeen areas. I pride myself in providing unbiased independent advice to all my clients to meet their financial needs, both in the short and long term. I also hope to build up a professional and friendly long term relationship will all new and existing clients.
Dealing with financial matters can be complicated in this day and age with thousands of products available, not to mention confusing terminology. I can help you make sense of it all and work to achieve your personal financial goals.
What will the advice cost?
I offer an initial consultation at my own cost then generally offer a commission or fee based approach. Each case is individual but most clients choose the commission option but any fees and commission will always be agreed prior to any work being carried out.
As an independent financial adviser I can provide advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. I am able to source products and funds from the whole of the market and build long lasting professional, trusted relationships with clients ensuring that I treat my customers fairly. I am highly motivated to help you with your short, medium and long-term goals and can assist you in creating a financial strategy that will work for you.
Please refer to my website for full terms, conditions and appropriate disclosure details. This page is not designed to be for official use it is just a link to my official page at:
http://davewatson.2plan.com/
