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 able to carry out client meetings via video conferencing tools where it is not convenient or safe to meet face to face.
“Having used financial advisors in the past I found that the initial promises made regarding six monthly/ annual reviews were quickly forgotten about and things were pretty much left to run their course.
Since dealing with Allan and Kevin at Watson Wood we have found the opposite to be true.
The professionalism shown by the team at Watson Wood is incredible and the right advise has always been given. It has made a major difference to how we look on our financial future.
We handed all our financial “stuff” to the team and they sorted it all out and equally important, they spoke to us in a language we could understand.
We have recommended friends and family to Watson Wood and the feedback we have had has been equally impressive.
I cannot recommend these guys highly enough .”