028 7187 8770 info@waterhousefp.com

Wa

Welcome to Waterhouse Financial Planning

We are an Independent Financial Planning company that provides a comprehensive range of advice services to both personal and corporate clients.
Waterhouse are focused on building strong long-term relationships with our clients based on trust and a focused service delivery.

What is Financial Planning?

Financial Planning is an ongoing process to help you make sensible decisions about your money that can help you achieve your goals in life; it's not just about buying products like a pension or an ISA.

A financial plan for a business can help owners determine if they can achieve the organisation's goals. The financial plan is one of the first things created to help owners make decisions that are in the best interest of the company.

Just like any business, we believe that your personal financial future should also be planned. On average with improvements to life expectancy we can now expect to spend in excess of 30 years in retirement, yet many people do not have a strategy or plan in place as to how they will fund this and other important life events.

Home-tree-image.jpg

At Waterhouse, we help YOU plan your future.

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

This is achieved by a robust personal process that encompasses: Wealth Planning, Protection Planning, Tax Planning and Investment Planning.