Are you still getting a local service from your Financial Adviser?

With offices in Inverness and Elgin, our staff of 13 support clients across the Highlands, Moray and Aberdeenshire

OUR experienced Financial Planners are among some of the highest qualified in the UK, holding between them Chartered and Certified Planner & Chartered Wealth Manager status through our professional

bodies, the CII & CISI.

They use their Professional & Technical knowledge to analyse your personal circumstances and objectives, then design a bespoke financial plan to meet

each individual client’s needs.

Professionalism, Integrity & Trust

Watson Wood is an independent financial planning firm providing unbiased, expert advice to private individuals, business owners, families and trusts. Among the areas we specialise in are advice on Pensions, Retirement Planning, Estate Planning and long-term investment strategies.

Our service is built around a personal face-to-face service and, to do this, we limit the number of clients per Financial Planner.

We also work in an ethical manner that places clients’ interests at the heart of the advice we give. This is why we have been awarded Chartered Firm status but the Chartered Insurance Institute(CII) and Accredited Financial Planning Firm status by the Chartered Institute for Securities & Investment. We are also one of only eight firms in Scotland who have been listed in the Top 100 Financial Planning Firms in the UK by Citywire NMA.

Every individual client, business owner and family has differing needs, commitments and objectives but as we know circumstances will change in life, constantly. Our commitment to independent financial advice allows us to

tailor a solution from the whole market, which is aligned to each

client, but more than that, we meet at least annually to adjust your financial plan if required.

If you would like to find our more, or to arrange an initial meeting, please do not hesitate to contact us.