Watson Moore Independent Financial Advisers Ltd

Independent Financial Adviser  Building 3, Chiswick, London, W4 5YA
First meeting at adviser's own cost
Alex Smith is a Chartered Financial Planner with over 20 years experience. Specialist in pensions and retirement planning.
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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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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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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School fees planning
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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
Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MISS Rebecca Welthy
Independent Financial Adviser

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

MR Alex Smith
Chartered Financial Planner

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

Accreditations
Chartered Financial Planner
What our clients say
Having been a client for a number of years now, I’m continually reassured that I’ve chosen the right team to look after our wealth management. The pro-active approach of Watson Moore combined with the regular investment updates and the accessible and user-friendly wrap platform provides all the information and statistical tools I need to be able to keep track of progress and remain safe in the knowledge that our savings and investments are in safe hands.
DANIELA BALDI, London
Just read the latest edition of XXXwrap. And I must say, I’m quite impressed. Now I know praise for fund managers from me is a rare commodity, but I think their analysis is excellent and the way it’s written – often rubbish by most fund managers – is very good indeed.
B.C., London
Thank you for keeping us informed. It is reassuring that your organisation with all your knowledge is in charge of our finances. Many thanks.
J.R., London
About us

Based at Chiswick Park, Alex Smith is a Chartered Financial Planner specialising in retirement planning and pensions.
Watson Moore are independent advisers established in 2005 with the simple goal of providing expert financial advice to our clients. We are friendly, professional and look to deliver quality advice without financial jargon.
Alex is also an Inheritance Tax Specialist, holding accreditation to STEP (the Society of Trust Estate Practitioners).

Our services

We listen to you and then work with you to create a Financial Plan for your future.
Advice on Pension Transfers, Pension Planning and maximising your retirement income.
Investment Solutions that help you navigate through the booms and busts of the financial cycles.
Specialists in Inheritance Tax Planning. STEP affiliate (Society of Trust and Estate Practitioners)
Specialists in Tax Efficient Investing

Where to find us
Head office address: Building 3, Chiswick Park, Chiswick, London, W4 5YA
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021

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