Dave Watson

I am a local Independent Financial Adviser and I cover all aspects of your personal financial planning including: Mortgages, Remortgages, Home Movers, First Time Buyers, Shared Equity and Shared Ownership. Financial Protection i.e Life Insurance, Critical Illness Cover, Income Protection etc, 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. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.