Watson Wood Financial Planning is an independent financial planning firm providing unbiased, expert advice to private individuals, business owners, families and trusts. Among the areas we specialise in are advice on Pensions and Retirement Planning, Estate Planning and long-term investment strategies.
We are proud to be one of the few financial planning firms in the UK who are both Accredited and Chartered through our professional bodies, the CISI and CII. This means we have met strict professional and ethical standards of practice in how we deal with clients. Our Independent Financial Advisers are based in Inverness and Elgin helping clients across the Highlands, Moray & Aberdeenshire to achieve their agreed financial goals.
We are proud to be one of the few financial planning firms in the UK who are both Accredited and Chartered through our professional bodies, the CISI and CII. This means we have met strict professional and ethical standards of practice in how we deal with clients. Our Independent Financial Advisers are based in Inverness and Elgin helping clients across the Highlands, Moray & Aberdeenshire to achieve their agreed financial goals.
Services
Our Values
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Delivering professionalism, integrity & trust to all our clients and professional introducers. Place clients at the centre of everything we do. Provide the highest quality advice in the North of Scotland. To maintain the utmost confidentiality at all times. Encourage our staff to achieve the highest academic and professional qualifications.
Our Services
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Our service is built around a personal face-to-face service and, to do this, we limit the number of clients per Financial Planner. This means you receive a level of service that not many firms can replicate. With Kevin in his mid 40's and Kirsty and Martyn in their 30's you can look forward to building a long term relationship with your Planner.
Our People
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Kevin is a founding Director of Watson Wood Financial Planning. A Chartered Financial Planner and Fellow of the Personal Financial Society, he also holds the Certified Financial Planner award through the Chartered Institute for Securities & Investment. Kevin is one of the most qualified Planners in the North of Scotland, and part of an elite group of Planners in the UK who have both these qualifications.
Our Process
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We will meet up, at our expense, to go through your aims, objectives and future plans. This allows us to determine whether we may be able to help you achieve your goals, whilst giving you the chance to find out how we work and whether you are comfortable engaging Watson Wood Financial Planning on an ongoing basis.
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