Watson Wood Financial Planning

Independent Financial Adviser 1st Floor, Lyle House, Fairways Business Park, Inverness, Highland, IV2 6AA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Chartered & Certified Financial Planners providing unbiased Independent Financial Advice to clients across the North of Scotland & Moray.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Kirsty Watson APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Kevin Wood FPFS
Chartered & Certified Financial Planner
Accreditations
Certified Financial Planner Chartered Financial Planner
Martyn Percival
Financial Planner
Where to find us

1st Floor, Lyle House, Fairways Business Park, Inverness, Highland, IV2 6AA

Make an enquiry
About us

Watson Wood Financial Planning 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 Retirement Planning, Estate Planning and long-term investment strategies. We also work closely with other professional advisers and this team approach ensures all aspects of planning are aligned.

With offices in Inverness and Elgin we help clients across the Highlands, Moray & the North East achieve their agreed financial goals.

Our experienced Chartered Planners use their Professional & Technical knowledge built up jointly over 30 years to analyse this information and then design a bespoke financial plan to meet each individual client’s needs. Kevin Wood & Kirsty Watson are among some of the highest qualified in the UK holding both Chartered and Certified Planner status through our professional bodies the CII & CISI.

Our services

We pride ourselves on our expertise with our staff achieving the highest academic and professional qualifications. As Chartered & Accredited Financial Planners, we must ensure that we acquire and retain the necessary knowledge and skills to deliver the highest quality advice. We must also work in an ethical manner that places clients’ interests at the heart of the advice we give.

Our commitment to unbiased Independent Financial Advice allows us to tailor a solution from the whole market, which is aligned to each client, but more than that, we are able to quickly adjust your financial plan if required.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0