Watson Moore Independent Financial Advisers Ltd

Independent Financial Adviser  Building 3, Chiswick, 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 8th August 2022
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, W4 5YA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
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 8th August 2022

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