Watson Wood Financial Planning INverness and Elgin Chartered Financial Planning firmWe are delighted to announce that Watson Wood Financial Planning has now received the accreditation of being a Chartered Financial Planning firm (awarded by the Chartered Insurance Institute).  Whilst Kevin Wood and Kirsty Watson have both been Chartered Financial Planners for some years, additional criteria also had to be met to allow the firm itself to become Chartered.

Not only is the highest standard of work of paramount importance to us but so is educating our staff and ensuring ongoing development for all at the firm.  We are therefore proud to have gained Chartered Status for the firm.

Whilst the last few months have been challenging for all, some positives have come to light.  We have seen that new ways of working together can be more efficient and successful.  We continue to engage with existing and new clients from all areas of the country.  The coronavirus has not prevented us from providing our specialist services.  Thus, we look forward to continuing to offer a full holistic financial planning service over the coming months and years.