Senior Financial Adviser
Jeff Watson
Important information
Fun fact about Jeff
Jeff was the world hide-and-seek champion at age 18 (keep it to yourself, though, as they are still looking for him!).
On the job
Jeff brings 36 years of experience in financial services, with a broad expertise in financial planning, particularly in wealth management and tax-efficient strategies for personal and business planning. His main focus areas include pensions, Inheritance Tax planning, and investments.
Life beyond work
Jeff is a family-oriented man, happily married to Karen since 1993, and they have two children, Sophie and Callum, along with their Tibetan Terrier, Oscar. Jeff has a competitive spirit and enjoys playing football and golf regularly. Outside of sports, Jeff loves travelling, live comedy, and watching live sports.
Things Jeff likes
Work
Chinese food
My garden
Family gatherings
Seeing my children develop
Sharing knowledge
Things Jeff dislikes
Losing
Stupidity of words and thoughts
Administration
Poor drivers
Bad losers
Social media and smartphones
Our Team
The team you can count on
