Watson Moore Independent Financial Advisers Ltd

Independent Financial Adviser Watson Moore IFA, 54 Station Road, Essex, Upminster, RM14 2TU
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th December 2019
Our focus is simple – we look to help our clients build and achieve their financial objectives.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Group Pension/Stakeholder
Meet our advisers
adviser-person
Chris Moore DipPFS
adviser-person
Rebecca Welthy DipPFS
Independent Financial Adviser
What our clients say
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
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
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
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
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
Where to find us

Watson Moore IFA, 54 Station Road, Essex, Upminster, RM14 2TU

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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