We are delighted to announce that Kirsty Watson has just qualified as a Certified Financial Planner through the Chartered Institute for Securities & Investments (CISI), joining a select band of Financial Planners who hold both the Chartered and Certified qualifications. She has been tested to meet rigorous international competency, ethical and professional practice standards with the integrity that underpins these.
The only other Adviser in the North of Scotland who holds both these certificates, happens to be her business partner Kevin Wood. This achievement emphasises Watson Wood Financial Planning’s core value of encouraging our staff to attain the highest academic and professional qualifications. Delivering professionalism, integrity & trust to all our clients and professional introducers
Watson Wood Financial Planning are proud to be the only Highland based firm to hold Accredited Financial Planning FirmTM status awarded by the Chartered Institute for Securities & Investment. There are only 8 other firms in Scotland who have this status.
Accredited Financial Planning FirmsTM represent excellence in Financial Planning service as identified by Chartered Institute for Securities & Investment (CISI). They have been assessed by the CISI and demonstrate professionalism through the calibre of their staff and the service they provide to clients. The CISI recognises these firms as leaders in the profession, in addition to recognising individual excellence in Financial Planning via Financial Planning qualifications such as Certified Financial PlannerCM certification, the globally recognised standard of excellence in Financial Planning.
Accredited Financial Planning Firms must meet CISI’s strict criteria, abide by the code of ethics and practice standards of their professional body, and demonstrate the highest standards of Financial Planning practice.