Watson Wood Financial Planning

Watson Wood Financial Planning is an independent financial planning firm based in Inverness and Elgin, providing unbiased, expert advice to private individuals, business owners, families, and trusts across the Highlands, Moray & Aberdeenshire. We have over 35 years of experience in the financial planning industry, and our team of experienced and qualified financial planners are committed to providing tailored solutions that meet your individual needs and goals.

Our Services

Our comprehensive range of services includes:

Pensions & Retirement Planning

• Comprehensive pension reviews and recommendations
• Saving and investment strategies
• Pension consolidation and divorce settlements
• Retirement planning for individuals and businesses

Estate Planning

• Will writing and trust establishment
• Inheritance planning and tax mitigation strategies
• Power of attorney and lasting power of attorney

Long-Term Investment Strategies

• Wealth management and asset allocation
• Investment planning for retirement, inheritance, and other financial goals
• Regular portfolio reviews and performance tracking

Our Approach

We believe in a personalized and collaborative approach to financial planning. We take the time to understand your individual needs, goals, and circumstances. Our team works closely with you to develop a tailored financial plan that meets your unique requirements. We regularly review and update your plan to ensure it remains relevant and effective over time.

Our Values

Professionalism, integrity, and trust are at the core of our values. We adhere to the highest ethical standards and regulatory requirements. Our team is committed to providing:

• Transparency: We are open and honest in our communication and pricing.
• Accessibility: We make ourselves available and responsive to your needs.
• Client-centricity: Your interests are our top priority.
• Innovation: We stay updated on industry trends and technological advancements.

Our Team

Our team of experienced financial planners comprises highly qualified and passionate individuals who are dedicated to helping you achieve your financial goals.