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
Our recent bake sale was a huge success, raising much needed funds for MFR Mission Christmas. A massive thank you to all the businesses and individuals who supported us with donations and well done to the Watson Wood team and their family for their baking efforts.
As part of this effort, some of the team also had the privilege of volunteering to help pack presents for the children. It was a reminder to us all the impact we can have by working together to help support those in need this festive season.
There’s still time to donate if you’d like to get involved—every little bit counts! Please see the Cash For Kids website for details on drop off locations. ... See MoreSee Less
To celebrate St Andrew’s Day, Citywire New Model Adviser caught up with financial professionals across Scotland!
Our very own Shelley McMillan from Watson Wood Financial Planning had the pleasure of speaking with Citywire’s Aidan Banks-Broome in Inverness. Shelley shared insights into the financial planning profession, life in the Highlands, and her top recommendations for anyone visiting this stunning part of the world.
Watson Wood financial planner Shelley McMillan gives her take on the advice profession in Scotland and offers tips for your next business trip to Inverness and The Highlands.
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. ... See MoreSee Less
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! ... See MoreSee Less
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. ... See MoreSee Less
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. ... 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. ... See MoreSee Less
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
Our recent bake sale was a huge success, raising much needed funds for MFR Mission Christmas. A massive thank you to all the businesses and individuals who supported us with donations and well done to the Watson Wood team and their family for their baking efforts.
As part of this effort, some of the team also had the privilege of volunteering to help pack presents for the children. It was a reminder to us all the impact we can have by working together to help support those in need this festive season.
There’s still time to donate if you’d like to get involved—every little bit counts! Please see the Cash For Kids website for details on drop off locations. ... See MoreSee Less
1 CommentComment on Facebook
Shame I am not closer Kirsty Watson!
To celebrate St Andrew’s Day, Citywire New Model Adviser caught up with financial professionals across Scotland!
Our very own Shelley McMillan from Watson Wood Financial Planning had the pleasure of speaking with Citywire’s Aidan Banks-Broome in Inverness. Shelley shared insights into the financial planning profession, life in the Highlands, and her top recommendations for anyone visiting this stunning part of the world.
See her interview in the link below:
... See MoreSee Less
Showcasing Scotland for St Andrew’s Day: Inverness & The Highlands
citywire.com
Watson Wood financial planner Shelley McMillan gives her take on the advice profession in Scotland and offers tips for your next business trip to Inverness and The Highlands.0 CommentsComment on Facebook
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. ... See MoreSee Less
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! ... See MoreSee Less
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. ... See MoreSee Less
1 CommentComment on Facebook
What a dress 😍
... See MoreSee Less
0 CommentsComment on Facebook
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. ... See MoreSee Less
0 CommentsComment on Facebook
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
1 CommentComment on Facebook
👍