Karl Watson

CeFAP & DipFA

I am committed to building lifelong client relationships founded on trust and centered on supporting and challenging my clients to achieve their goals. This is done through a breadth of specialist financial products and a commitment to maintaining the highest levels of knowledge.

About

My working life, now in excess of 10 years, has been devoted to the financial services industry. I initially enjoyed 6 years at Santander, before moving on to Lloyds Bank. I had the privilege of managing corporate relationships with some of the UK’s largest retailers, but always sought to run my own financial advice practice. The motivation for this was borne out of the gradual withdrawal of face-to-face advice by the high street banks and building societies. This made advice harder to come by and I knew that I could provide a better service and the highest standards of advice to my clients.

At A & K Financial Management we are a family business who are delighted to say that many of our clients have been with us for some years and in turn feel confident to introduce us to their families, friends and colleagues. Our honesty, our integrity and our commitment to providing holistic financial advice in one place has enabled us to grow the business to where it is today.

Finally, we are proud to be associated with the St. James's Place Charitable Foundation which actively supports local communities and charitable organisations. We have taken part in many fundraising activities such as the Great North Run in recent years, and we are always open to having clients involved in these activities if they wish!

The Partner Practice 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

A&K Financial Management Limited is registered in England and Wales, Number 11010145. Registered Office: Picklewood House, Longframlington, Morpeth, Northumberland, NE65 8BD.