Watson Financial Planning

Independent Financial Adviser  Victoria House Bradford Road Guiseley, Leeds, LS20 8NH
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr Edward Cannon DipPFS
Independent Financial Adviser
About us

Financial planning is about the past, present and future. Do you understand the existing provision already in place for you and reasons why you have it?

We will help you understand the reasons for your past provision and ensure it is right for you, we will assess your needs for the present and help you plan for the future.

Watson Financial Planning was formed in August 2005 by Edward Watson, Tim Bousfield and David Martin. The company was purchased in 2019 by Russell Peaker and Jonathan Wade, who have 40 years combined experience as independent financial advisers and continue to work closely with Edward Watson.

The Advisers have a wealth of industry experience, we provide advice to both individual and corporate clients on all areas of financial planning. We pride ourselves on providing a professional and personal service.

Our services

We specialise in the following areas –

Pensions
Investments, Protection
Taxation
Trusts

Where to find us
Head office address: Victoria House Bradford Road Guiseley, Leeds, LS20 8NH
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022

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