Savings and investments
You work hard for your money, so you want it to work hard for you, to help you achieve your goals, both short-term and in the future. We will create an investment strategy designed to do just that
We start by assessing your attitude to risk. We will ask some simple questions to establish whether you are willing to take bigger risks with your money, to achieve potentially greater rewards, or whether you prefer a return that is likely to be lower, but with greater security.
By matching your investments with your attitude to risk, you can be sure that the products and funds chosen are right for you.
We aim to build a long-term relationship with you and can, if required, review your investment strategy on an ongoing basis, tailoring it to suit any changes in your circumstances.
If you would like to know more about how we can help you, please contact us.
Watson Buckle Wealth Management Limited is registered in England and Wales No: 06718582. Registered Office:York House, Cottingley Business Park, Bradford BD16 1PE.
Watson Buckle Wealth Management Limited is an Appointed Representative of Harrogate Financial Solutions Limited, York House, Cottingley Business Park, Bradford, West Yorkshire, BD16 1PE which is authorised and regulated by the FCA – Financial Conduct Authority.