Welcome to Watson Moore IFA
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.
To find out how Watson Moore can help you, please contact us today.
Your enquiry is very important to us. We have enhanced the ways and methods that we can communicate with our clients and we can now conduct meetings via Zoom, Microsoft Teams and Webex. Of course the normal telephone and emails are also available, or complete the enquiry form found on our ‘Contact’ page.
We are proud to be one of the UK firms that have adopted the Financial Vulnerability Charter, which means we operate in line with an independent set of standards laid out by the Financial Vulnerability Taskforce, ultimately with the purpose to promote the best behaviours and establish good practices when it comes to consumer vulnerability. We strive to help all clients, especially those who find themselves in a vulnerable circumstance, make sound financial decisions for their future.
Watson Moore IFA has also partnered with SignLive to provide interpreted services in British Sign Language. We use this to offer services over the telephone as well as during meetings, both face-to-face and online (via Zoom and Microsoft Teams for example).
Starting out
The sooner you become a financially capable person then the wealthier and more successful you will become. We can assist you in learning about the financial decisions that you will need to make.
Property
Getting a mortgage is one of the biggest financial decisions you’ll make. The mortgage market is incredibly competitive and it can be hard to understand what exactly is on offer.
Family Matters
Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property.There are many ways in which a family can protect itself…
Empty Nest
Ideally this is a time when your expenses start to go down and your savings can really start to build. If you have children you might be paying for their education and weddings…
Retirement
A different approach to investing and risk management is needed in the spend years with the focus on finding a solution that seeks to avoid significant short term losses.
Divorce
Divorce is one of the most stressful events that you’ll experience in your entire life. We aim to remove the stress, worry and anxiety from the financial side of of your divorce.
There isn’t anything that Alex could have done better! We started our discussions before the Covid lockdown but we continued to discuss our needs and reach a plan using video conferencing. I just wish we had spoken to him sooner!
J.F.
My wife and I have been investing through Watson Moore for approximately 5 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 thirties, which resulted in both making monthly investments in the “Balanced” portfolio and being equally satisfied with the outturn.
As the former Chairman of over thirty years standing of Tricon Foodservice Plc – the largest European foodservice 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.
Alex has already saved us money, made us money and got us in a much better shape financially to start planning our retirement.
I just wanted to say a big “Thank You” for your great service delivery to my big problem which is now on point to being finally resolved.
I really did appreciate your approach which was very professional, thorough and thoughtful with my needs paramount to all considerations as well as maintaining your professional integrity at all times.
I felt your professionalism was clearly demonstrated by your approach and methodical manner in dealing with my request, ensuring that you assessed all my expectations/needs to gain the best outcome for me.
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.
Just wanted to drop you a line to express how pleased I am with the service provided by Watson Moore.
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.
I’ve always had nothing but a lightning quick response to any queries from the admin team, and feel as though I’m very welcome when I need to meet with Chris Moore in person. A very refreshing change in comparison to the last financial management company I used.
My first time using a financial adviser. Being Chartered was one of the things that drew me to Alex and looking at online reviews – which I must say were spot on. I must admit I was daunted at the prospect of contacting all the pension companies and looking where to invest my funds. Alex listened to my circumstances and what I wanted to achieve. He explained all options to me, very patiently and in a language I understood! He took all the hard work out of it and just left me with making decisions on the results he had achieved. Alex put me perfectly at ease and as soon as I had finished our first meeting I completely trusted him. I felt he genuinely wanted to get me a plan that suited my needs and not because he was earning a great deal of commission. I had not explained myself properly at our first meeting but he was able to see through my nervousness and I would 100% recommend using his services. On this occasion I cannot see how Alex could have done any better than he did.
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.
Watson Moore is a very good company that is communicative and helpful, and Chris Moore is particularly pleasant and personable.
Thank you for keeping us informed. It is reassuring that your organisation with all your knowledge is in charge of our finances. Many thanks.
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.
Brilliant service, listened to me and my future requirements, gave me sufficient time to read and decide.
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.
I needed a local IFA with considerable pensions and investment knowledge. Chris Moore dealt with my case, which had its complexities, in a highly personable, professional and efficient manner, going out of his way to deliver a bespoke outcome that far exceeded my expectations.
I have had dealings with Watson Moore for many years firstly in relation to my Grandfather’s financial matters and more recently with my mother’s and now for my own personal investment matters. I have always found them to be very professional, honest and approachable. I would not hesitate to recommend Watson Moore if you are looking for independent financial advice.
The service that I received was excellent. Everything was explained and dealt with thoroughly. The process was very smooth.
Contact Information
Watson Moore Independent Financial Advisers Limited
Essex House, Station Road, Upminster, Essex, RM14 2SJ
01708 250624
e-mail@watsonmooreifa.com
Your enquiry is very important to us. We have enhanced the ways and methods that we can communicate with our clients and we can now conduct meetings via Zoom, Microsoft Teams and Webex. Of course the normal telephone and emails are also available, or complete the enquiry form.