Watershed presents a non-aligned licence offering to independently-minded practices striving for excellence and a point of difference in their advice.
In an environment where smaller independent dealer groups are rapidly being absorbed, Watershed presents a non-aligned licencee offering to independently-minded practices striving for excellence and a point of difference in their advice. An important benefit to our business is our advisers are not restricted to products or administration platforms associated with any particular institution and the selection of an appropriate product is made on a “client first” principle.
Watershed Dealer Services was founded by a team of investment professionals frustrated with the “one-size-fits-all” approach of many large dealer groups. Our collective experience has taught us that every practice is unique and that it is imperative that we take the time to get to understand your business goals if we are going to be able to help you achieve them. As such, we tailor our service to your needs and our team of industry experts are constantly striving to provide innovative solutions to ensure that you are able to offer the best service possible to your clients.
We view our relationships with you as a partnership and measure the level of our success by your success. We have been on the other side of the table and know the frustration when a dealer group is more a hindrance than a help in terms of growing your business. We are therefore very aware of what it feels like to be a financial adviser or accountant and we take great care in listening to you and developing solutions to deliver the results you require. Moving into the post FOFA world, we believe our autonomy and innovation will continue to see our clients grow their businesses and their profitability where others may flounder.
We remain committed to independence, providing market-leading specialist knowledge and service excellence.