We are pleased to introduce Lee MacRae as our newest Financial Planner in Inverness. With 22 years of experience in the financial services industry, Lee brings a wealth of knowledge and a passion for helping clients achieve their financial goals.
Originally from the Northwest Highlands, Lee moved to Inverness in 2002. His career began in 2003, with a large national financial advice firm. He later worked with Clydesdale Bank, serving clients across the Highlands, before joining a local financial advice company in 2007.
Lee is dedicated to building strong, lasting client relationships and takes pride in delivering trusted, sound financial advice. Outside of work, he enjoys spending time with his children and partner, tackling DIY projects, and occasionally hitting the golf course—though he admits to spending a fair amount of time in the rough!
We’re thrilled to have Lee on board and know he’ll be a fantastic addition to our team. If you’re in Inverness and seeking financial advice, feel free to reach out and say hello! ... See MoreSee Less
Last weekend, Jayne took part in the Inverness half marathon, raising money along side her sister-in-law, Ellyn, for Brain Tumour Research - a charity close to both of them. Brain tumours kill more children and adults under the age of 40 than any other cancer yet just 1% of the national spend on cancer research has been allocated to this devastating disease since records began in 2002.
We are delighted to announce that Jayne Ferguson has joined our team of Financial Planners. Jayne has worked for Watson Wood Financial Planning for 5 years, having joined as an experienced Administrator. Over the time since she joined, Jayne has completed an Honours Degree, achieved her Diploma in Financial Planning and for the last 18 months, she has worked as a Paraplanner, so many of our clients will know Jayne already. We are delighted that she and other staff members are able to progress within our firm and we are sure that Jayne has all of the key skills to succeed in the next part of her career. Congratulations Jayne! ... See MoreSee Less
We are delighted to announce that our Director and Financial Planner, Kirsty Watson, has been awarded Fellowship of the Personal Finance Society, following further exam successes. Having already held Chartered Status, Kirsty has continued to attain further qualifications - with her recent examination success in Long Term Care planning allowing her to give advice in this important area. Adding to Kirsty's Certified Financial Planner award through the Chartered Institute for Securities & Investments and a recent Honours degree success, we believe that Kirsty is now one of the most qualified advisers in the North of Scotland. Well done, Kirsty! ... See MoreSee Less
Our Directors, Kirsty and Kevin, were delighted to attend the City Wire New Model Adviser event in London, where Watson Wood were nominated for Best Adviser Firm for Scotland and Northern Ireland, once again. We were honoured to be nominated alongside some fantastic Financial Planning firms from the region. Scotland has a great tradition of being at the forefront of the financial planning profession and the great firms we now have providing outstanding services to their clients continues this trend. We were happy to even be nominated amongst some outstanding peers.
Over two days, they had the opportunity to meet with nine different investment teams, sharing insights on current market trends and exploring investment options available to us. These discussions are invaluable in helping us refine our approach and continue providing the best possible service to our clients. ... See MoreSee Less
We are pleased to share that Dawn has achieved Chartered MCSI status through CISI (Chartered Institute for Securities & Investment)
This prestigious recognition reflects her dedication to professional excellence, having passed an integrity test, completed a Level 4/5 qualification and logged four years of CPD at associate-level membership.
This demonstrates Dawns commitment to the highest levels of knowledge, skills, and ethical practice, ensuring the best possible service for our clients.
This month, we are proud to celebrate Watson Wood’s 8th anniversary.
With the tax year-end fast approaching, our team is hard at work ensuring everything is in place to support our clients’ financial planning needs. We look forward to continuing to grow and achieve new milestones in the years ahead.
The team also couldn’t pass up the chance to enjoy a Harry Gow cake! ... See MoreSee Less
Our financial planner, Shelley, has been working with Millburn Academy’s S6 pupils to help them build a strong foundation in financial literacy. Through the My Personal Finance Skills workshops, she’s been guiding students through essential topics like loans, mortgages, and making informed financial decisions—knowledge that will benefit them long after they leave school.
Financial education is a vital life skill, and it’s great to see students engaging with practical concepts that will prepare them for the future. Shelley’s sessions focus on building confidence and understanding in key areas like borrowing and long-term financial planning. ... See MoreSee Less
This is brilliant. This is the most important thing kids can be taught. Have always said there needs to be this kind of education brought in to all schools nation wide. Well done Shelley and co 👌
As 2024 comes to a close, we’re reflecting on what has been a truly rewarding year at Watson Wood Financial Planning and looking forward to the opportunities 2025 will bring.
This year began with recognition as IFA of the Year for Scotland & Northern Ireland by Citywire, a fantastic achievement celebrated by Kirsty and Kevin at the awards ceremony in London. We were also proud to be included in the Citywire Top 100 IFAs across the UK and to see Kirsty Watson nominated for Woman of the Year – Investment Advice by Professional Adviser.
We expanded our Inverness office early in the year, creating a larger, more functional space to accommodate our growing team and better serve our clients. Our team also celebrated some significant milestones, including exam successes for Jayne Duthie, Jason Florence, and Shelley McMillan, whose achievements now enable her to assist clients with long-term care planning. On a personal note, we celebrated Kirsty Innes’ wedding and Kelly Gammack welcoming her second child.
Giving back to the community has remained a priority for us. We supported local schools through careers events and lessons about investment management, and we contributed to Cash for Kids by volunteering, hosting a bake sale, and donating toys to help brighten Christmas for families in need.
As we move into 2025, we’re excited to welcome new team members and continue developing projects to enhance the services we offer. For now, we’re taking time to relax, reflect, and enjoy time with our families.
Wishing our clients, colleagues, and community a Merry Christmas and a Happy New Year! ... See MoreSee Less
We are pleased to introduce Lee MacRae as our newest Financial Planner in Inverness. With 22 years of experience in the financial services industry, Lee brings a wealth of knowledge and a passion for helping clients achieve their financial goals.
Originally from the Northwest Highlands, Lee moved to Inverness in 2002. His career began in 2003, with a large national financial advice firm. He later worked with Clydesdale Bank, serving clients across the Highlands, before joining a local financial advice company in 2007.
Lee is dedicated to building strong, lasting client relationships and takes pride in delivering trusted, sound financial advice. Outside of work, he enjoys spending time with his children and partner, tackling DIY projects, and occasionally hitting the golf course—though he admits to spending a fair amount of time in the rough!
We’re thrilled to have Lee on board and know he’ll be a fantastic addition to our team. If you’re in Inverness and seeking financial advice, feel free to reach out and say hello! ... See MoreSee Less
0 CommentsComment on Facebook
Last weekend, Jayne took part in the Inverness half marathon, raising money along side her sister-in-law, Ellyn, for Brain Tumour Research - a charity close to both of them. Brain tumours kill more children and adults under the age of 40 than any other cancer yet just 1% of the national spend on cancer research has been allocated to this devastating disease since records began in 2002.
Great achievement ladies! ... See MoreSee Less
0 CommentsComment on Facebook
We are delighted to announce that Jayne Ferguson has joined our team of Financial Planners. Jayne has worked for Watson Wood Financial Planning for 5 years, having joined as an experienced Administrator. Over the time since she joined, Jayne has completed an Honours Degree, achieved her Diploma in Financial Planning and for the last 18 months, she has worked as a Paraplanner, so many of our clients will know Jayne already. We are delighted that she and other staff members are able to progress within our firm and we are sure that Jayne has all of the key skills to succeed in the next part of her career. Congratulations Jayne! ... See MoreSee Less
4 CommentsComment on Facebook
Congratulations Jayne!
Congratulations Jayne 🎊
Well done Jayne Ferguson xx
We are delighted to announce that our Director and Financial Planner, Kirsty Watson, has been awarded Fellowship of the Personal Finance Society, following further exam successes. Having already held Chartered Status, Kirsty has continued to attain further qualifications - with her recent examination success in Long Term Care planning allowing her to give advice in this important area. Adding to Kirsty's Certified Financial Planner award through the Chartered Institute for Securities & Investments and a recent Honours degree success, we believe that Kirsty is now one of the most qualified advisers in the North of Scotland. Well done, Kirsty! ... See MoreSee Less
32 CommentsComment on Facebook
Congratulations Kirsty 🥳
Congratulations Kirsty
Congratulations and very well done Kirsty 🌟👏❤️
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Our Directors, Kirsty and Kevin, were delighted to attend the City Wire New Model Adviser event in London, where Watson Wood were nominated for Best Adviser Firm for Scotland and Northern Ireland, once again. We were honoured to be nominated alongside some fantastic Financial Planning firms from the region. Scotland has a great tradition of being at the forefront of the financial planning profession and the great firms we now have providing outstanding services to their clients continues this trend. We were happy to even be nominated amongst some outstanding peers.
Over two days, they had the opportunity to meet with nine different investment teams, sharing insights on current market trends and exploring investment options available to us. These discussions are invaluable in helping us refine our approach and continue providing the best possible service to our clients. ... See MoreSee Less
0 CommentsComment on Facebook
We are pleased to share that Dawn has achieved Chartered MCSI status through CISI (Chartered Institute for Securities & Investment)
This prestigious recognition reflects her dedication to professional excellence, having passed an integrity test, completed a Level 4/5 qualification and logged four years of CPD at associate-level membership.
This demonstrates Dawns commitment to the highest levels of knowledge, skills, and ethical practice, ensuring the best possible service for our clients.
Well done Dawn! ... See MoreSee Less
0 CommentsComment on Facebook
This month, we are proud to celebrate Watson Wood’s 8th anniversary.
With the tax year-end fast approaching, our team is hard at work ensuring everything is in place to support our clients’ financial planning needs. We look forward to continuing to grow and achieve new milestones in the years ahead.
The team also couldn’t pass up the chance to enjoy a Harry Gow cake! ... See MoreSee Less
3 CommentsComment on Facebook
Happy birthday to the team and well done
Harry Gow - good choice!! 👍
Well done . Please keep up the good work.
Our financial planner, Shelley, has been working with Millburn Academy’s S6 pupils to help them build a strong foundation in financial literacy. Through the My Personal Finance Skills workshops, she’s been guiding students through essential topics like loans, mortgages, and making informed financial decisions—knowledge that will benefit them long after they leave school.
Financial education is a vital life skill, and it’s great to see students engaging with practical concepts that will prepare them for the future. Shelley’s sessions focus on building confidence and understanding in key areas like borrowing and long-term financial planning. ... See MoreSee Less
1 CommentComment on Facebook
This is brilliant. This is the most important thing kids can be taught. Have always said there needs to be this kind of education brought in to all schools nation wide. Well done Shelley and co 👌
As 2024 comes to a close, we’re reflecting on what has been a truly rewarding year at Watson Wood Financial Planning and looking forward to the opportunities 2025 will bring.
This year began with recognition as IFA of the Year for Scotland & Northern Ireland by Citywire, a fantastic achievement celebrated by Kirsty and Kevin at the awards ceremony in London. We were also proud to be included in the Citywire Top 100 IFAs across the UK and to see Kirsty Watson nominated for Woman of the Year – Investment Advice by Professional Adviser.
We expanded our Inverness office early in the year, creating a larger, more functional space to accommodate our growing team and better serve our clients. Our team also celebrated some significant milestones, including exam successes for Jayne Duthie, Jason Florence, and Shelley McMillan, whose achievements now enable her to assist clients with long-term care planning. On a personal note, we celebrated Kirsty Innes’ wedding and Kelly Gammack welcoming her second child.
Giving back to the community has remained a priority for us. We supported local schools through careers events and lessons about investment management, and we contributed to Cash for Kids by volunteering, hosting a bake sale, and donating toys to help brighten Christmas for families in need.
As we move into 2025, we’re excited to welcome new team members and continue developing projects to enhance the services we offer. For now, we’re taking time to relax, reflect, and enjoy time with our families.
Wishing our clients, colleagues, and community a Merry Christmas and a Happy New Year! ... See MoreSee Less
0 CommentsComment on Facebook