Business Details
21 Years
experience
Your Trusted Partner for Financial Planning & Wealth Management
Established in 2005, Watson Moore IFA has built a reputation for delivering independent financial advice grounded in clarity and client-centric values. Our approach prioritises understanding individual financial objectives, ensuring clients receive tailored solutions without industry jargon. With a secure financial foundation, we focus on long-term relationships rather than transactional interactions, offering services from mortgage planning to retirement strategies.Our team collaborates with legal and accounting professionals to provide holistic wealth management, leveraging academic research and trend-following methodologies to navigate market volatility. Committed to accessibility, we partner with SignLive for British Sign Language services and adhere to the Financial Vulnerability Charter, ensuring inclusive support for all clients.
Services
Financial Planning
Wealth Management
Mortgage Advice
Family Financial Protection
Retirement Strategies
Divorce Financial Planning
Investment Management
Estate Planning
Risk Management
Pension Consolidation
Details
- Year established: 2005
Highlights and features
- We focus on understanding your unique financial objectives before recommending solutions.
- Our secure financial foundation ensures advice is given without commercial pressure.
- We collaborate with legal and accounting professionals for holistic financial planning.
- Our investment strategies incorporate academic research and trend-following methodologies.
- We provide accessible services through British Sign Language partnerships and vulnerability charters.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Professional and approachable
Saved us money
Proactive support
Tailored solutions
Services
Financial Planning
We create personalised financial plans addressing pensions, tax efficiency, and long-term goals. Our approach simplifies complex financial decisions through plain-language advice. Clients benefit from strategies designed to protect and grow wealth across market cycles.
Wealth Management
Our wealth management services combine diversification, trend-following, and academic research to optimise investment performance. Portfolios are structured to minimise losses during downturns while capitalising on growth opportunities. Regular reviews ensure alignment with evolving client needs.
Mortgage Advice
We guide clients through mortgage selection, from first-time purchases to buy-to-let investments. Our independent status allows access to the entire market, ensuring competitive rates tailored to individual circumstances. Post-purchase support includes remortgaging strategies.
Retirement Planning
Specialised retirement planning focuses on sustainable income streams and tax-efficient withdrawals. We help clients transition from wealth accumulation to distribution, incorporating annuities, drawdown schemes, and estate planning considerations.
Investment Management
Active investment management utilises momentum strategies and intelligent fund selection to outperform benchmarks. Our portfolios balance equities, bonds, and alternative assets, with dynamic adjustments based on market trends and economic indicators.
People
Chris Moore
Director
With over 30 years' experience, Chris specialises in retirement planning and investment management. He leads client relationships, combining technical expertise with accessible communication. His focus on long-term financial security has earned recognition from industry peers.
Alex
Financial Adviser
Alex provides tailored financial solutions, particularly for first-time investors and divorce-related financial planning. His client-first approach has resulted in numerous referrals. He holds Chartered Financial Adviser status and regularly contributes to financial education initiatives.
Questions
What areas do you cover?
We primarily serve clients in Essex and surrounding areas, with remote advisory services available nationwide via video conferencing.
How are your investment strategies different?
Our strategies combine academic research, trend-following, and active fund selection to outperform benchmarks while prioritising capital protection during market downturns.
Do you work with first-time investors?
Yes, we specialise in guiding new investors through financial planning basics, including pensions, ISAs, and property investment strategies.
How do you support Deaf clients?
We partner with SignLive to provide British Sign Language interpreters for all communication channels, ensuring full accessibility to our services.
What fees do you charge?
Our fees are transparent and competitive, based on the complexity of your financial situation. We provide detailed cost breakdowns before starting any advisory relationship.
How often do you review investments?
We conduct quarterly portfolio reviews and provide monthly investment updates, with additional check-ins available upon client request.
