Watterson Financial Planning
Watterson Financial Planning provides financial advice and investment solutions to clients. They focus on understanding individual circumstances to offer financial planning services.
- Investment advice
- Financial planning
- Comprehensive review and monitoring service
Locations
Competitors
Tatton Financial Planning Limited is a friendly and professional financial planning firm based in the heart of the Knutsford countryside.
Apogee Wealth Management is a Chartered firm of independent financial advisers based in Knutsford, offering clarity on financial matters and bespoke solutions tailored to individual needs.
Lyncombe Consultants is a professional financial planning firm that prioritises quality over quantity in its services.
Beaumont Wealth is a firm of independent financial advisers with over 23 years of experience in wealth planning.
Company Details
Watterson Financial Planning is operated by Connectus Wealth Management Limited and is a Active company incorporated on 16 November 2020 with the registered office located in Altrincham, Greater Manchester. Connectus Wealth Management Limited was registered 4 years ago.
Status
Active
Size
Micro
Directors
4
Age
4 years old
Employees
6
Turnover
Unreported
Total Assets
£3.1M
Cash in Bank
£136.43K
Total Liabilities
-£209.85K
Teams
4
2
2
Director
Senior Administrator / PA • Joined Nov 2016
Financial Planner • Joined Feb 2017
Financial Planner • Joined Aug 2023
Director
Senior Administrator / PA • Joined Nov 2016
Financial Planner • Joined Feb 2017
Financial Planner • Joined Aug 2023