Waterman Financial Services in Tunbridge Wells offers independent financial advice to individuals and businesses across Kent and beyond. They specialize in crafting bespoke financial plans tailored to meet the specific needs and aspirations of their clients.
A key focus of Waterman Financial is building long-term relationships based on trust and a deep understanding of their clients’ circumstances. They recognize that financial planning isn’t a one-size-fits-all solution. Instead, they take the time to thoroughly assess each client’s financial situation, goals (such as retirement planning, school fees, or wealth accumulation), and risk tolerance. This comprehensive approach enables them to develop strategies that are truly aligned with their clients’ individual needs.
Their services cover a wide spectrum of financial areas, including investment management, retirement planning, protection (insurance), inheritance tax planning, and mortgage advice. For investments, they work with clients to build diversified portfolios that balance risk and potential returns. They offer guidance on various investment options, ensuring clients are well-informed about the potential benefits and drawbacks of each. In terms of retirement planning, they help clients navigate the complexities of pensions, including defined benefit and defined contribution schemes, and advise on how to build a comfortable retirement income.
Protection plays a vital role in financial security, and Waterman Financial offers advice on life insurance, critical illness cover, income protection, and other insurance products to safeguard clients and their families against unforeseen events. They also assist clients in developing strategies to mitigate inheritance tax liabilities, helping them to pass on their wealth to future generations in a tax-efficient manner. Finally, they offer mortgage advice, assisting clients in finding the most suitable mortgage products for their individual circumstances, whether they are first-time buyers, remortgaging, or looking to purchase a buy-to-let property.
Waterman Financial prides itself on its independent status, meaning they are not tied to any particular product provider. This allows them to offer unbiased advice and recommend solutions that are truly in their clients’ best interests. The team is comprised of experienced and qualified financial advisors who are committed to providing a high level of service and expertise. They stay up-to-date with the latest market trends and regulatory changes to ensure they provide the most relevant and effective advice possible.
Located in Tunbridge Wells, they serve clients throughout the local area and further afield. Their commitment to client service, independent advice, and comprehensive financial planning makes Waterman Financial a valuable resource for anyone seeking to achieve their financial goals.
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