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Based at
Position
Serving clients in
London, South East
Ian Watson
Independent Financial Planner
Ian is one of the few multi-discipline “Double Chartered” financial professionals (CISI and CIMA) in the UK. He is wills-trained, a qualified mortgage adviser, and previously ran his own Buy to Let limited company. This gives him a holistic ‘one-stop’ perspective of complex financial planning issues for both individuals and businesses, and how they intersect. This knowledge and experience, coupled with an ability to work at the same level as other professional advisers, ensures clients receive truly ‘joined-up’ advice.
Any spare time outside of work is spent skiing, golfing or playing tennis - as well as running around after his “semi-detached” daughter!
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How much life insurance do I need?
Knowing exactly how much life insurance you need can be a difficult sum to calculate. How much would your family need if something was to happen to you?
4 May 2023
Should you consolidate your pensions?
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What is Life Landscaping®
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Find out more about Ian and the Amber River SFIA team...
Amber River SFIA provides a variety of financial planning services, from investments to mortgages, while also specialising in School Fees Planning. Their advisers aim to build a lasting relationship with clients. They take pleasure in witnessing them achieving their goals, helping them to adapt their personalised financial plan if and when surprises occur along the way.
What our clients say
Mr Bailey, London
My adviser weighed up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance.
My adviser weighed up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance. Mr Bailey, London
Dr Caroline Hanlon, Oxford
The bespoke service that Cheryl provided of visiting our home when it suited us, made it possible for us to incorporate expert financial planning into our busy family life. She made us realise that we could afford school fees for both our children with some financial foresight. The detailed spreadsheets she provided us regarding our finances gave us clarity on how we could achieve our goals.
The bespoke service that Cheryl provided of visiting our home when it suited us, made it possible for us to incorporate expert financial planning into our busy family life. She made us realise that we could afford school fees for both our children with some financial foresight. The detailed spreadsheets she provided us regarding our finances gave us clarity on how we could achieve our goals. Dr Caroline Hanlon, Oxford
Retired couple, Winchester
We have found Alan always has an upbeat outlook on the financial world, which is very reassuring. This has led to a significant impact on our finances.
We have found Alan always has an upbeat outlook on the financial world, which is very reassuring. This has led to a significant impact on our finances. Retired couple, Winchester
Mr Hewland, London
It was my accountant who recommended SFIA to help me organise my pension. My adviser has been very helpful in describing – using layman’s terms – the various options and pension products available and scheduling yearly catch-up meetings to review pension performance and changes to the fund.
It was my accountant who recommended SFIA to help me organise my pension. My adviser has been very helpful in describing – using layman’s terms – the various options and pension products available and scheduling yearly catch-up meetings to review pension performance and changes to the fund. Mr Hewland, London
Ms Saini
We’ve been with the SFIA group for many years. They’ve always been great and helpful with any concerns we’ve had in regard to our investment and finances. Aman is extremely professional and knowledgeable, and she takes a full interest in her clients and their concerns.
We’ve been with the SFIA group for many years. They’ve always been great and helpful with any concerns we’ve had in regard to our investment and finances. Aman is extremely professional and knowledgeable, and she takes a full interest in her clients and their concerns. Ms Saini