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.
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
This week our Director Kirsty Watson was invited as the Keynote speaker at the DYW Moray Elgin Academy Alumni.
Former pupil Kirsty spoke about some memories of her school days and her path from Elgin Academy to the role she does now. Kirsty talked about learning on the job, professional qualifications and getting a degree later in life. She also talked about why a career in financial services could be a good option for school leavers now. ... See MoreSee Less
Well done to Shelley who passed the CF8 - Long Term Care exam last week. Shelley is one of our Financial Planners and is on the road to gaining her Chartered Financial Planner status through our professional body, the Chartered Insurance Institute. Well done Shelley, keep up the hard work. ... See MoreSee Less
Well done to Jayne who passed the R04 Pensions and Retirement Planning exam this week. Jayne is our Trainee Paraplanner and has one exam left to complete the Financial Planning Diploma qualification with the Chartered Institute of Insurance.
Did you know that despite several regime shifts to encourage more female Financial Advisers within the industry a freedom of information request submitted last year by FTAdviser found that only 1 in 6 Financial Advisers are female.
As a firm we are proud to take a proactive approach to supporting the professional development of young women in financial advice. We certainly do not fall within the statistic of 1 in 6. In fact 5 of our 8 planning team are women with 2 of them being Financial Advisers.
Kirsty Watson - Financial Adviser and Director at Watson Wood started Watson Wood Financial Planning along with our other 2 directors 7 years ago. Kirsty has worked in the financial advice industry for over 24 years.
Shelley McMillan - Financial Adviser joined Watson Wood in 2022 making the move from a national wealth advice firm. Shelley has worked in the finance industry for over 18 years. ... 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 are looking to interview in the coming weeks however, can be flexible with start dates, we are aware that some students may be sitting exams into May.
Please contact Christina@watsonwoodfp.co.uk for further information. ... See MoreSee Less
Over the weekend we attended our local Chartered Insurance Institute annual dinner. The Chartered Insurance Institute is a professional body dedicated to building public trust in the insurance and financial planning profession.
We are proud to hold Chartered status as a firm through the CII. The Chartered financial planner status recognises organisations that are committed to professionalism, ethical practice, knowledge and excellence. ... See MoreSee Less
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 ... See MoreSee Less
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
0 CommentsComment on Facebook
This week our Director Kirsty Watson was invited as the Keynote speaker at the DYW Moray Elgin Academy Alumni.
Former pupil Kirsty spoke about some memories of her school days and her path from Elgin Academy to the role she does now. Kirsty talked about learning on the job, professional qualifications and getting a degree later in life. She also talked about why a career in financial services could be a good option for school leavers now. ... See MoreSee Less
4 CommentsComment on Facebook
Wow Kirsty! Did the boys cope having mum in🤣
well done kirsty!
Nice one Kirsty Watson!
👏 👏 ⭐️ xx
Well done to Shelley who passed the CF8 - Long Term Care exam last week. Shelley is one of our Financial Planners and is on the road to gaining her Chartered Financial Planner status through our professional body, the Chartered Insurance Institute. Well done Shelley, keep up the hard work. ... See MoreSee Less
4 CommentsComment on Facebook
Fab news, well done 👏 xx
Well done Shelley! X
Well done x
Well done Shelley!
Thanks to the Moray Chamber of Commerce for setting up the business showcase yesterday. Good to see everyone. ... See MoreSee Less
0 CommentsComment on Facebook
Well done to Jayne who passed the R04 Pensions and Retirement Planning exam this week. Jayne is our Trainee Paraplanner and has one exam left to complete the Financial Planning Diploma qualification with the Chartered Institute of Insurance.
Well done Jayne, keep up the hard work. ... See MoreSee Less
0 CommentsComment on Facebook
Today we celebrate International Women's Day
Did you know that despite several regime shifts to encourage more female Financial Advisers within the industry a freedom of information request submitted last year by FTAdviser found that only 1 in 6 Financial Advisers are female.
As a firm we are proud to take a proactive approach to supporting the professional development of young women in financial advice. We certainly do not fall within the statistic of 1 in 6. In fact 5 of our 8 planning team are women with 2 of them being Financial Advisers.
Kirsty Watson - Financial Adviser and Director at Watson Wood started Watson Wood Financial Planning along with our other 2 directors 7 years ago. Kirsty has worked in the financial advice industry for over 24 years.
Shelley McMillan - Financial Adviser joined Watson Wood in 2022 making the move from a national wealth advice firm. Shelley has worked in the finance industry for over 18 years. ... See MoreSee Less
0 CommentsComment on Facebook
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 are looking to interview in the coming weeks however, can be flexible with start dates, we are aware that some students may be sitting exams into May.
Please contact Christina@watsonwoodfp.co.uk for further information. ... See MoreSee Less
1 CommentComment on Facebook
Fiona Chapman share on the House Group Teams?
Over the weekend we attended our local Chartered Insurance Institute annual dinner. The Chartered Insurance Institute is a professional body dedicated to building public trust in the insurance and financial planning profession.
We are proud to hold Chartered status as a firm through the CII. The Chartered financial planner status recognises organisations that are committed to professionalism, ethical practice, knowledge and excellence. ... See MoreSee Less
0 CommentsComment on Facebook