Tel: 01565 745700


watterson financial

Tel: 01565 745700

Terms and Conditions

The information available through Watterson Financial Planning Limited is for your general information and use and is not intended to address your particular requirements.

Terms of use


These terms of use (“terms”) apply to this website, however it is accessed (“Website”).

The Website is provided by Connectus Wealth Management Limited. We provide our services under the name Watterson Financial Planning, and in these terms are referred to as “us”, “we” or “our” for short. “You” and “your” means you as the user of our Website.
We use information we collect about you or which you provide to us, through the Website and generally, as described in our privacy policy.

The Website uses cookies and that use is described in our cookies policy.

We may change these terms from time to time. Your use of the Website is subject to these terms as updated.


These terms set out how you may use our Website. By accessing the Website, you agree to these terms.
If you do not agree to these terms, you should not use the Website.


Our Website is suitable for users of any age.


We provide access to our Website as updated and developed from time to time, and we do not offer permanent access to our Website or to any content within it.

We update our Website regularly and so may change the content at any time without notice to you.

We reserve the right to withdraw, vary or suspend the Website at any time without notice.

You are responsible for making all arrangements necessary to access this Website.

Our Website operates with browsers providing standard website access features, but you are responsible for the specification of your browser and other equipment used to access the Website.


Materials posted on our Website (“Materials”) are for general reference, do not take account of your specific circumstances and are not intended as advice. You should take specific advice on any matter referred to in our Website if you wish to rely on that advice. As far as possible under the law, we do not accept any liability or responsibility arising from any reliance placed on any Materials.

Where we provide details of a product, service or promotion, we make no promise that those details will be available on a particular day and are subject to availability.


You may access the Website and view and print any Materials only as permitted by these terms.

You may only use the Website and Materials for your personal, non-commercial use. Where you copy, print or refer in public to any Materials you must acknowledge Watterson Financial Planning. All intellectual property rights in and to the Website and the Materials are either owned by or licensed to us, and your use of the Website and Materials is subject to the following restrictions.

You must not:

a) Remove any copyright or other proprietary notices contained in the Materials;
b) Use any Materials from the Website in any manner that may infringe any copyright, intellectual property right or proprietary right of us or any third parties; or
c) Reproduce, modify, display, perform, publish, distribute, disseminate, broadcast, frame, communicate to the public or circulate to any third party or exploit this Website and/or the Materials for any commercial purpose, without our prior written consent.


We may, at our discretion, terminate or suspend your access to all or part of the Website (including any right to access and use our Materials) with or without cause by delivering notice to you. The rights of termination are in addition to all other rights or remedies provided or by law.


We maintain a high level of privacy and security for your personal data. View our online Privacy Policy in full.


Whilst every effort has been made to ensure the high quality and accuracy of the Website, Watterson Financial Planning makes no warranty, express or implied, concerning the Materials or the Website, which are provided "as is".

We expressly disclaim all warranties and conditions concerning the Website and Materials to the fullest extent permitted by law.

Except where required by law, in no event will Watterson Financial Planning be liable for any losses arising out of use of the Website or Materials. This includes financial losses, losses arising from lost opportunities in a market, losses of profits, business or revenue and direct and indirect costs and losses, even if we have been advised of the possibility that such losses may arise.

Information in Materials relating to the price or income available from shares, equities or other securities or investments may change and the value of such investments may go down as well as up. Past performance of an investment is not a reliable guide to future performance. You should seek specific financial advice before making any investment decision.

We do not guarantee the accuracy or timeliness of the Materials.

We take standard precautions to ensure that the Website is free from viruses or other contaminating or destructive software, but you are responsible for taking precautions against viruses and such software to protect your systems, information and equipment.

Where we provide advisory services to you, we accept responsibility for those services in accordance with our letter of engagement.
These terms do not limit our liability for personal injury or fraud, or the statutory rights you have if you are a consumer.


We strive to make the Website available continually but do not accept responsibility if this is not possible. We are not responsible for failures to provide the Website caused by circumstances outside our direct control.


Our Website may contain links and pointers to websites and other sources maintained by third parties. We do not operate or control in any respect any information, products or services on such third-party sites. Links are provided solely for your convenience, and do not constitute any endorsement by Watterson Financial Planning. You assume sole responsibility for use of third-party sites. We are not responsible for any third-party content.


We may, at our discretion, change these terms. We may notify you by email, if you have given us your email address, of material changes to these terms.


If at any time you, or your organisation, have a complaint or comment to make about the Materials, you should contact Watterson Financial Planning– telephone: 01565 745700 or email


If any provision of these terms is held to be invalid by a court, the remaining terms are valid and remain in force. These terms are subject to the laws of England and Wales and any claims relating to them must be made in the courts of England and Wales.

Our Approach

Our Approach

We will discuss, plan and make
recommendations on a number of key areas
unique to your circumstances.

Read More

Investment Process

Investment Process

We aim to help you succeed within a rapidly changing investment marketplace, and to add value through tailored investment solutions.

Read More

Start Today

Start Today

Contact us today for a comprehensive
review and monitoring service designed to meet
your financial needs now, and in the future.

Read More

Start Today

Contact us today if you would like to meet for a no obligation
chat about your financial future.
Click Here
Contact Us

Watterson Financial Planning
85 King Street
WA16 6DX

Tel: 01565 745700

Knowledge Centre

To download our personal finance magazines and financial guides packed full of informative financial news, simply register your name and email address.

Financial News