Watson Wood Financial Planning

Independent Financial Adviser  1st Floor, Inverness, Highland, IV2 6AA
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FCA authorised
Last authorised 19th October 2020
Chartered & Certified Financial Planners providing unbiased Independent Financial Advice to clients across the North of Scotland & Moray.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Kirsty Watson APFS
Chartered Financial Planner
Kevin Wood FPFS
Chartered & Certified Financial Planner
Martyn Percival
Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Watson Wood Financial Planning is the trading name of Watson Wood & Sillars Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in Scotland SC555435. Registered Office: A9, Elm House, Cradlehall Business Park, Inverness IV2 5GH

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

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