Independent Financial Adviser
Peter offers a comprehensive range of financial advice services in Martock, Yeovil and Sherborne. He also serves the wider Somerset and Dorset region. Whether you require guidance for individual, family or business money matters, he’s here to help.
Drawing on over 13 years of experience in the financial industry, Peter is well placed to provide targeted, independent advice. From personal pensions and investments to detailed business planning, you’ll get access to all the expertise and product knowledge you need to make the right choices.
When it comes to financial advice, trust is key. Peter has built a loyal base of clients through referrals and personal connections. So you can feel assured that your financial affairs are in safe hands.
Experience and background
Peter qualified as a financial adviser whilst working for the Private Banking arm of Lloyds Bank. In this role, he took responsibility for over 250 private wealth clients with investments ranging from £250k to £3m. This corporate background gives Peter an exceptional depth of understanding of complex financial decision-making. He joined TFA in 2015 to realise his desire to offer unbiased independent financial advice to the wider public. And he thrives on solving the financial challenges of a diverse client base.
- Savings and investments advice. Whether orientated towards income, capital growth, or both.
- Pension planning. Including guidance on accumulating pension savings cost-effectively. Plus, managing the withdrawal of funds in retirement in the most tax-efficient way.
- Corporate risk management. Helping you plan to ensure the continuity of businesses in the event of the loss of key personnel. Making provisions for contingency funds to allow for the purchase of shares in the event of retirement or death.
- Financial protection. A range of personal and family safety net measures, including life assurance, critical illness cover and income protection.
Peter offers a full mix of financial advice services to clients in any situation. However, he also brings to the table specialist expertise in providing financial planning solutions to high net worth individuals. These include private clients, company directors, professionals and business owners, including their own clients or employees.
“We were so pleased as first time buyers to find a mortgage advisor who talked us through every step of the mortgage process. Now in our own home we have chosen to do our life and critical illness cover with Peter and we are equally as pleased with his service and knowledge. We would recommend speaking to Pete with regards to any financial advice.”
Peter “Pete” Watts has the ability to express his wealth of knowledge of the financial world into simple terms tailored to one’s own personal needs and aspirations. Pete is a family man who understands the importance of patience and listening to one’s past and current financial history then creating a personal portfolio showing a breakdown of investment scenarios. Pete has been exemplary in following up meetings and checking in from time to time with reassurance which is much appreciated. The following quote summarises Pete’s generous spirit in helping one understand the complex world of finance “At the end of the day people won’t remember what you said or did, they will remember how you made them feel.” Maya Angelou – American Poet
Based in Martock which is next to the A303 Peter is able to provide his financial advice service over three counties, Somerset, Devon and Dorset and covers many towns and villages such as South Petherton, Langport, Yeovil, Lyme Regis, and Sherborne. You can arrange for Peter to visit you at home, at your place of business place, or another location locally.