Simon Watson
DipPFS Cert CII (MP & ER)
My job is my passion and I love to meet clients and get to know them on a business and personal basis. My advice is tailored to meet your personal and/or business objectives.
I have worked mainly with directors in the eye care industry and business owners, company directors, sport professionals and retired clients, helping them with practical solutions to the financial issues that concern them most.
About
My advice covers a lot of areas, but specialising in Retirement planning, Protection Planning, Savings & Investment planning, Helping Business owners achieve their financial goals and Residential, lifetime and buy-to-let mortgages.
As a Partner Practice of St. James's Place based in Christchurch (but with clients across the whole of the south), my emphasis is on maintaining a long-term relationship with my clients and to provide them with a tailored source of trusted advice as their financial needs evolve over the years. If you think you could benefit from a non obligation financial review then please contact me to arrange a meeting.
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
Some buy to let mortgages are not regulated by the Financial Conduct Authority.
To understand the features and risks associated with a Lifetime mortgage please ask for a personalised illustration.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
