Welcome to Watson Wood Financial Planning
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 Pension Transfers, Retirement Planning, Estate Planning and long-term investment strategies. We have the necessary expertise and authorities to advise on Final Salary pension options.
Our Independent Financial Advisers are based in Inverness and Elgin helping clients across the Highlands, Moray & Aberdeenshire to achieve their agreed financial goals.
Put simply, your Financial Planning starts by establishing two things – what are your present circumstances, and what objectives do you have for the future. These goals might include unlocking the retirement that you are looking for, or supporting your children through university. You may wish to save enough money to travel the world when you finish working, or to buy a holiday cottage on the West Coast of Scotland.
Our experienced Chartered Planners use their Professional & Technical knowledge built up jointly over 35 years to analyse this information and then design a bespoke financial plan to meet each individual client’s needs. Kevin Wood & Kirsty Watson are among some of the highest qualified in the UK holding both Chartered and Certified Planner status through our professional bodies, the CII & CISI. For more information please take a look at Our People
Once we have established what action you need to take, we will continually review your “plan” to ensure that you are still on track. As we all know, circumstances change in life, so it is important that we help you adjust your Financial Plan, if necessary.
Working with professional advisors
Over the last 22 years we have established strong relationships with most legal and accountancy practices based in the North of Scotland. Where you feel a client requires our service, we will work with you, sharing our knowledge and understanding to help them achieve their goals.
We are happy to provide technical assistance to the Solicitors and Accountants we work with. This support can include updates on Regulatory and Legislative changes via our newsletter and the presentation of seminars for relevant staff.