Investment Process
There are a number of factors that need to be considered. The Watterson Financial Planning investment process is designed to explain those factors whilst making the likelihood of achieving your long-term goals realistic.
We aim to help you succeed within a rapidly changing investment marketplace and to add value through the design and management our tailored investment solutions.
The Watterson Financial Planning investment philosophy starts with first understanding your attitude to risk, and we do this by working through a number of risk profiling questions with you. This allows us to measure your emotional risk tolerance as well as your capacity for loss. This ensures that your portfolio is matched exactly to the level of investment risk you are comfortable with.
We then have discussions around your broader financial situation, including goals and objectives, and only then can we create a suitable investment proposition.
Although we have a small-firm approach to providing a more personal client service, we have the investment resources to match any of the large national financial service businesses in the UK. We achieve this by benefiting from the extensive research facilities of our investment partners Square Mile Investment Consulting and Research.
