Caledonian House Business Centre, High Street, Moray, Elgin, IV30 1BDMake an enquiry
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.
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.
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