Professional financial advice in Leeds

“I have been providing holistic financial planning for my clients and their families since 1993. This has involved me working with business owners, directors and professional individuals providing advice on both their personal and business financial planning. At the heart of my relationship with all these clients is my role as their trusted adviser.”

Diane Watson BA (Hons) DipPFS

Principal Partner

My Approach

Focussed on your Financial Security

My objective is to provide bespoke personalised financial planning tailored to your specific needs.

By working closely with you and your family, I am able to build a robust financial plan that spans your families generations and provides a long term view with the peace of mind that financial security brings.

Financial planning works best when a collaborative approach is taken, so I work extensively with my clients’ other advisers including lawyers and accountants, to make sure all areas of my clients’ goals are considered.

Providing a great service is what I have built my career on, I ensure my clients enjoy the best experience possible and receive the care and attention they need, whenever they need it. I value honesty and integrity and have always been driven by seeing the results that great planning achieves for my clients.

How I Help

Bespoke Planning, Personal Service.

I take the time to get to know you; your background, current situation and future goals. By gaining this understanding I am able to create a plan that works for you – bespoke and unique. The ultimate aim is to build a plan that delivers prosperity and financial security.

I provide advice across all areas of planning, with particular focus on;

  • Succession Planning
  • Estate and Inheritance Mitigation
  • Retirement Solutions
  • Investment Planning
  • Protection including Business

I also work with a number of private client teams advising their clients on financial matters relating to divorce and bereavement. Drawing on 20 years of experience in planning I am able to approach matters with the deepest sensitivity, whilst ensuring that the important work is completed during these difficult times.

Beyond my work with clients, I’m a school governor and sit on the board of two Yorkshire based charities.

TOGETHER WE’LL PROSPER

Powering your future

It isn’t the amount of wealth that matters most, it’s what you do with it that counts.

With our help, your wealth becomes the fuel that powers your future – a means of enjoying the life you want and looking after those you love. Whatever your goals and wherever you are in life, we build a financial plan that’s fit for the weeks, months and years ahead.

Effective planning to create the future you want.

What will your future be like? It can be easy to think of the future as being unknowable, but planning ahead can smooth out many of the uncertainties and help your goals and aspirations become reality. When we work with you, we always encourage you to consider the future you want – and then we help make it happen.

Planning helps you…

  • Identify goals and aspirations
  • Make important decisions today
  • Look after those you love
  • Look forward to the future with confidence

A sound investment in your future.

Investing for the future is fundamental to most people’s financial plans, but understanding how, why and what to invest in requires specialist expertise. We understand that your ideal investment strategy depends on many factors, but by getting to know your reasons for investing and your attitude to risk, we can give you the comprehensive advice you need.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Our investment planning helps you…

  • Understand your investment options
  • Spread your investments across the most appropriate assets
  • Make the right choices for you and your family
  • Build a balanced, diversified investment solution

Preparing for a richer retirement.

Most people like to look ahead to an enjoyable retirement. For many, it represents the stage of life that will give them time and space to pursue their personal passions. But it takes planning to achieve the retirement you want, and not everyone has the foresight to make the right choices today.

Retirement planning helps you…

  • Prepare for the future you want
  • Optimise your financial arrangements today
  • Plan for life’s ups and downs
  • Look forward to retirement with confidence

Protection for you and your loved ones.

We can’t see into the future, but we can help you plan for events that might happen and that could have a major impact on you, your family and your wealth. By understanding your situation in detail, we can help protect you from life’s many storms, both minor and major.

Protection planning helps you…

  • Prepare for life’s uncertain events
  • Protect your wealth from excessive tax liabilities
  • Shield your income from the impact of illness
  • Protect your loved ones if anything happens to you

Although you may have firm ideas about who will benefit from your wealth in the event of your death, making sure your intentions are carried out smoothly can be complex.

All kinds of events can end up knocking your plans off course, and it takes expert advice to make sure your wealth is protected for future generations.

Our team guides you through the process of planning the legacy you will one day leave behind. We consider the effects of inheritance tax and the possibility of unexpected events, making sure your wealth is retained and protected for those you love.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Legacy Planning helps you…

  • Make sure your wealth is passed on in the way you want
  • Minimise inheritance tax and capital gains tax
  • Create a legacy that passes to multiple generations
  • Protect your estate and assets

A firm financial footing for your business.

Running a business is hard work and it’s important to ensure your hard work is creating financial security. You and your employees all rely on your business, and taking steps to secure its financial future is all part of being successful at what you do.

Financial planning for your business helps you…

  • Secure your business’s financial future
  • Look after your finances and those of your employees
  • Build a stronger, healthier business
  • Feel confident that your business is well prepared for success

Get In Touch

Talk to our team on 0113 254 9666 or fill in the form below and we will contact you.

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Sovereign Wealth LLP
1265 Century Way
Leeds
LS15 8ZB

 

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Diane Watson is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE

Sovereign Wealth LLP is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Sovereign Wealth LLP is a Limited Liability Partnership registered in England and Wales, Number OC350767. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.