We are delighted to be in the Citywire’s Top 100 Financial Planning firms in the UK for a 2nd year running. The inclusion in the Top 100 list highlights the high standards set by all the staff at the firm – both in terms of the service we offer our clients and the technical qualifications held by our team. This was highlighted by Citywire, who said:
“As one of the few firms in the country to be both Chartered (with the Chartered Insurance Institute) and accredited (with the Chartered Institute for Securities and Investments), qualifications are important to Watson Wood….over the past 18 months the firm has continued to develop its personnel as two of its staff completed honours degrees in business management and one planner became Chartered”
With many of our clients having complex financial needs, it is important to us that our staff are as qualified as they can be, so that you have confidence you are dealing with a firm who have the technical skills to give you the best financial advice possible. It is great to be recognised once again as a leading Financial Planning firm in the UK. ... See MoreSee Less
Well done to Jayne Duthie who passed the R05 Protection exam last week. Jayne is our Trainee Paraplanner and has two exams left to complete the Financial Planning Diploma qualification with the Chartered Institute of Insurance. Jayne will be taking a short break from studying however as she is getting married in September and heading to Australia for her honeymoon!
Keep up the hard work Jayne and enjoy a well deserved break. ... See MoreSee Less
We are recruiting for a Trainee Administrator aimed at a school or college leaver. The role would suit someone wanting to start a career in Financial Services, as an Administrator or starting the journey to become a Financial Adviser. An equivalent career progression that someone might take if wanting to go into accountancy.
We understand that students are preparing for their exams at the moment, so interviews would not be until the start of June.
Please contact Christina@watsonwoodfp.co.uk for further information. ... See MoreSee Less
We are delighted to confirm that we have been awarded Chartered Firm status once again this year by the Chartered Insurance Institute. We are one of a small number of firms in the UK who hold both Chartered and Accredited Firm status from our professional bodies, the CII and CISI and the only firm based in the North of Scotland to hold both awards. As well as being Chartered as a firm, four of our Financial Planners are also Chartered individually (whilst we also have 4 Fellowships within the firm). In having such highly qualified staff, we feel this gives us the technical expertise required to look after more complex client needs. The confirmation of our continued Chartered status is affirmation of the hard work put in by all our staff to develop their knowledge and skills as much as possible. ... See MoreSee Less
This week, Watson Wood Financial Planning celebrated our 6th anniversary. From starting with 3 staff in 2017, we now have 13 staff over two offices and we are looking to appoint new team members as we continue to grow.
We also celebrate the achievements of all the team members over the last year, with many exams being passed as well as internal promotions.
We have two opportunities to join our successful Financial Planning firm, which has thirteen staff based across our Inverness and Elgin offices. These new roles are within the administration team and they have been created due to internal promotions and the continued growth of our business. Please contact us if you would like further information or to apply. ... See MoreSee Less
The team at Watson Wood held a bake sale before Christmas to raise money for our local food bank. A big thank you to all our neighbours at Lyle House for supporting us and well done to the team for their baking efforts!
We hope everyone had a lovely festive period and look forward to catching up in 2023. ... See MoreSee Less