Peter Watts

“I don’t just manage money. I help you build the life you want to live.” I’m Pete Watts, founder of KWL Wealth Management and a fully independent financial adviser with over 20 years of experience helping people plan for life’s big chapters especially retirement. Based in Somerset. While I’m proudly local, I look after clients right across Dorset, Devon and beyond - offering personal, face-to-face advice where possible, and digital support wherever needed. As an independent adviser, I combine tailored financial planning with truly unbiased investment advice, so your money works for your goals, your family, and your future What Problem Do I Solve? Many people feel unsure if they’re doing the right things with their money, especially as they approach retirement. They worry about tax, whether they can afford to retire, how to support loved ones, or how to pass on wealth efficiently. Often, they’re frustrated with overly complex advice or advisers who focus more on products than the person. My Unique Approach I take a different route. At KWL, we start with you, not your money. We begin by asking, “What do you want out of life?” Then we build a financial plan that supports that. Clear, bespoke, and focused on the outcomes that matter to you. We use plain English, no fluff, so you always know where you stand, we present your financial plan in a clear, simple summary. Being fully independent means I’m not tied to any provider, product or philosophy. I work solely for you. Some clients prefer a low-cost, evidence-based investment approach using global index funds. Others want something more tailored, portfolios that reflect their ethics, values, or specific goals. Wherever you want your money to take you, I’ll work hard to find a strategy that fits. Whether you’re building wealth, planning to retire, or thinking about inheritance, we make sure your money is set up to support your life now and later. Why It Works Clients trust me because I’m open, honest, and I listen. They say things like: “He helped us invest while still drawing income to meet our needs.” “Pete’s always ready to listen, no matter how trivial the question.” “We left feeling confident our finances were in safe hands.” And they keep coming back - many of my relationships span decades. What Sets Me Apart Truly Independent: No ties to providers, no sales targets, just advice that suits you Simplified Service Options: From flexible one-off advice to full ongoing planning, we match your needs Financial Clarity Tools: Instant access to your personalised portal and live valuation reports Human Touch: I’m a real person, enjoying face to face interactions and I bring my full attention to your journey. Outside Work When I’m not advising, you’ll find me watching my boys play football and rugby, cooking something delicious, or walking my Labrador, Banjo. Travel, films, and books also help keep my world balanced.