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  7. Watson Moore Independent Financial Advisers Ltd

Watson Moore Independent Financial Advisers Ltd

Independent Financial Adviser  Watson Moore IFA, Essex, Upminster, RM14 2TU
First meeting at adviser's own cost
Our focus is simple – we look to help our clients build and achieve their financial objectives.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 25th January 2021
Meet our advisers
Chris Moore DipPFS

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assessed a knowledge and understanding of portfolio investment management.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

Rebecca Welthy DipPFS
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Daniel Watts
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

What our clients say
As the former Chairman of over thirty years standing of XXXX Plc – the largest European food service consultancy firm and now Chairman of several other companies, I have been fortunate to have Watson Moore as my financial advisers for the last ten of those years working by my side to provide the best advice across a wide range of financial matters. During that time Watson Moore have always strived to provide me with the most suitable investment advice for my on-going needs. Indeed, I would have no hesitation in recommending the services of Watson Moore to individuals or corporations alike.
R Payne, Shenfield
We found the advice & service quality from Watson Moore to be excellent. Rebecca and Chris were extremely helpful in helping us think through the options, risks & benefits of our pension planning.
Mr A.W, Upminster
This was our first time using a financial adviser. The team explained matters relating to pensions in a way that was earlier to follow and presented their advice with a full understanding of our needs. We would 100% recommend using their services.
Mr Ward, Shenfield
Choosing a financial adviser can seem a daunting task simply not knowing what to expect. But when I contacted Watson Moore, I struck gold, as they far exceeded my expectations. They skilfully managed to enable me to access my private pension fund quickly without it costing me a penny more than need be in tax. I received a top class service from start to finish that I think was an absolute bargain. I was not treated just like a number, they listened to what I had to say and took this into account with their advice. The whole experience was very professional with the entire team playing their part. If you take that leap of faith I feel they will also help you achieve your goal.
K English, Romford
My wife and I have been investing through Watson Moore for approximately 10 years and during that time the service we have received has been nothing less than exemplary. From my initial and subsequent discussions with Chris Moore, we agreed that both of our portfolios should be invested cautiously, as we needed to protect rather than grow the funds involved and this is exactly what has happened, in what has been a volatile market. The result of the above was that I recommended Watson Moore to my two sons, both of whom are in their mid-forties, which resulted in both making monthly investments in the “Balanced” portfolio and being equally satisfied with the outturn.
David T, Chelmsford
About us

Watson Moore provides independent financial advice and services to individuals and businesses. At Watson Moore we have a unique approach to providing financial solutions that offer you security and flexibility with your money and investments.

We are completely independent and are not tied to any financial company or provider, which enables us to offer you impartial advice about products and services that best suit your individual financial objectives.

Our focus is simple – we look to help our clients build and achieve their financial objectives.

Our services

We can help navigate your wealth through the booms and busts of financial cycles.

Where to find us
Head office address: Watson Moore IFA, 54 Station Road, Essex, Upminster, RM14 2TU
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 25th January 2021

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