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It's been an exciting few weeks here at Watson Wood. Last week we learned we have made the top 100 advice firms in the UK through Citywire New Model Adviser for the second year running.

In addition to this Kirsty Watson was recently a finalist in the Professional Adviser, Women in Finance Awards 2024. Kirsty was shortlisted for the award "Woman of the Year - Investment Advice".

It's fantastic to be recognised externally for what we do for our clients.
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Its been an exciting few weeks here at Watson Wood.  Last week we learned we  have made the top 100 advice firms in the UK through Citywire New Model Adviser for the second year running.

In addition to this Kirsty Watson was recently a finalist in the Professional Adviser, Women in Finance Awards 2024.  Kirsty was shortlisted for the award Woman of the Year - Investment Advice.

Its fantastic to be recognised externally for what we do for our clients.Image attachment

1 CommentComment on Facebook

Good to see all hard work receiving recognition. Installs good faith for us as clients. 😊😊

Last week, Jayne passed the last of the exams needed to achieve her Diploma in Regulated Financial Planning through the Chartered Institute of Insurance.

To achieve this qualification, Jayne needed to pass exams in a number of areas, including regulation, personal taxation, trusts, investments, pensions and protection. After passing exams on each of these topics, she then needed to pass a further exam to test her ability to pull this knowledge together within a client case study.

We are delighted to see all of Jayne's hard work pay off. In the coming weeks, months and years we are sure that this knowledge will be put to good use in helping clients meet their goals and objectives. Well done Jayne!
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Last week, Jayne passed the last of the exams needed to achieve her Diploma in Regulated Financial Planning through the Chartered Institute of Insurance.  

To achieve this qualification, Jayne needed to pass exams in a number of areas, including regulation, personal taxation, trusts, investments, pensions and protection.  After passing exams on each of these topics, she then needed to pass a further exam to test her ability to pull this knowledge together within a client case study.  

We are delighted to see all of Jaynes hard work pay off.  In the coming weeks, months and years we are sure that this knowledge will be put to good use in helping clients meet their goals and objectives.  Well done Jayne!

1 CommentComment on Facebook

Well done Jayne x

Kirsty Innes joined Watson Wood within the first year of the firm starting up following on from successfully completing her degree. Since then, not only has Kirsty developed professionally and become an important member of the planning team but it has been wonderful to see her life develop away from work.

Last year, Kirsty and Matthew welcomed baby Albie and recently they were married at Achnagairn Castle near Inverness. Everyone at WW would like to congratulate the new Mr and Mrs Whitefoot and wish them all the very best.
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Kirsty Innes joined Watson Wood within the first year of the firm starting up following on from successfully completing her degree. Since then, not only has Kirsty developed professionally and become an important member of the planning team but it has been wonderful to see her life develop away from work.

Last year, Kirsty and Matthew welcomed baby Albie and recently they were married at Achnagairn Castle near Inverness. Everyone at WW would like to congratulate the new Mr and Mrs Whitefoot and wish them all the very best.

1 CommentComment on Facebook

What a dress 😍

2 months ago

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It’s been a busy few weeks for Kevin and Kirsty.

Firstly, they attended the New Model Adviser event in Surrey where they heard updates from various fund managers over two days, in addition to political commentator Jon Sopel – very insightful. They were also able to share best practice with similar firms and take back valuable findings to the Watson Wood offices.

Then, last week, they were delighted to be able to attend a careers event at Elgin Academy again, discussing careers with the students and telling them about Watson Wood and what we do. This allowed them to highlight why a career in financial services can be rewarding and enjoyable.
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It’s been a busy few weeks for Kevin and Kirsty. 

Firstly, they attended the New Model Adviser event in Surrey where they heard updates from various fund managers over two days, in addition to political commentator Jon Sopel – very insightful. They were also able to share best practice with similar firms and take back valuable findings to the Watson Wood offices. 

Then, last week, they were delighted to be able to attend a careers event at Elgin Academy again, discussing careers with the students and telling them about Watson Wood and what we do. This allowed them to highlight why a career in financial services can be rewarding and enjoyable.Image attachment

Well done to Jason who last week took the first of his exams towards the Diploma in Financial Planning through the Chartered Insurance Institute. Passing R01- Financial Services, Regulation and Ethics. Jason started with us last year as a Trainee Financial Administrator and is keen to progress his career in Financial Planning, so keen he has already made a start on the material for the next exam. ... See MoreSee Less

Well done to Jason who last week took the first of his exams towards the Diploma in Financial Planning through the Chartered Insurance Institute.  Passing R01- Financial Services, Regulation and Ethics.  Jason started with us last year as a Trainee Financial Administrator and is keen to progress his career in Financial Planning, so keen he has already made a start on the material for the next exam.

1 CommentComment on Facebook

👍

Due to the continued success of the firm, we are recruiting for an experienced Financial Services Administrator.
Please contact Christina@watsonwoodfp.co.uk for further information.
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On Tuesday our Financial Planners Kirsty Watson and Shelley McMillan were invited to UHI Inverness for the kick off of this years Future Asset competition.

Future Asset educate girls across Scotland about the Investment Management industry. Encouraging more young women to seek career opportunities within the Finance Industry.

Did you know, until recently there were more UK fund managers called Dave than there were female fund managers. #BudgeUpDave

It was great to see the enthusiasm and confidence in the room and we cannot wait to see how each team does in the first round.

Source: Morningstar 8 March 2021
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On Tuesday our Financial Planners Kirsty Watson and Shelley McMillan were invited to UHI Inverness for the kick off of this years Future Asset competition. 

Future Asset educate girls across Scotland about the Investment Management industry. Encouraging more young women to seek career opportunities within the Finance Industry. 

Did you know, until recently there were more UK fund managers called Dave than there were female fund managers. #BudgeUpDave

It was great to see the enthusiasm and confidence in the room and we cannot wait to see how each team does in the first round.

Source: Morningstar 8 March 2021Image attachment

1 CommentComment on Facebook

Thanks so much for joining us Kirsty and Shelley. It was brilliant to have you with us to inspire the girls!

Due to the continued success of the firm, we are recruiting for an experienced Financial Services Administrator.
Please contact Christina@watsonwoodfp.co.uk for further information.
... See MoreSee Less

Due to the continued success of the firm, we are recruiting for an experienced Financial Services Administrator.
Please contact Christina@watsonwoodfp.co.uk for further information.
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