Watson Wood Financial Planning

14/05/2026

We’ve got some really exciting news to share…

Watson Wood has been named a winner at the Citywire New Model Adviser Financial Planning firm of the year for Scotland and Northern Ireland – for the second time in three years!

It’s a great achievement for the whole team, and something we’re really proud of. These awards recognise firms delivering high-quality financial planning and strong client outcomes, so to be recognised at this level means a lot to us.

But it’s not just about the work we do with our client's day to day — it’s also about the role we play in the wider community. Supporting financial education in local schools is something that’s really important to us, and we’re proud to be helping build knowledge and confidence for the next generation.

What makes this even more special is that it reflects the consistent work that goes on behind the scenes every day — both supporting our clients and continuing to grow as a business.

A big thank you to our team for their hard work, and to our clients for the trust they place in us.

We’re really looking forward to what’s ahead!

28/04/2026

Great to see Kirsty featured by DYW Moray, showcasing her journey and the different routes into a career in financial planning.

🌟 Career Spotlight: Kirsty- Watson Wood Financial Planning

Meet Kirsty, a former Bishopmill Primary and Elgin Academy pupil who has built an incredible career right here in Moray.

Kirsty knew she wanted a professional career but didn’t want to go to university straight after school, she wanted to learn on the job. So she started as a Trainee Financial Adviser, worked her way up, and is now a Chartered Financial Planner and Director at Watson Wood Financial Planning.

Her favourite subject at school was English, which still helps her today with the report writing her role involves.

Kirsty’s proudest moments include becoming Chartered, achieving her degree, and starting her own business — proof that there’s no single “right” path to success.

💬 Her best career advice?
“Keep a work/life balance!”

A brilliant example of where determination, on‑the‑job learning and local opportunities can take you.

18/03/2026

We’re pleased to have joined the Aberdeen & Grampian Chamber of Commerce.

It’s a great opportunity to connect with other local businesses and be part of a strong network across the region.

We’re looking forward to getting involved and building relationships over the coming months.

04/02/2026

Watson Wood are the sponsors for the Nairn St Ninian U14 girls training kits and Forres U18 boys match day strips this season ⚽️

We’re delighted to be supporting local youth football and wish both teams every success for the rest of the season.

21/01/2026

This year marks 9 years of Watson Wood, and we were pleased to celebrate the milestone with cake in the office!

It has been another busy and positive year for the business, including continued growth in our Aberdeen office, the move to a larger office in Elgin and the welcomed addition of four new members of staff.

We would like to thank our clients and professional contacts for their continued support and look forward to the year ahead.

15/01/2026

Congratulations to Jayne on passing her Long Term Care exam, which she successfully completed before Christmas.

Jayne will shortly be taking on a new challenge as she begins maternity leave at the start of March. We wish her every success in this next chapter and look forward to her stopping by the office with her new baby.

08/01/2026

We’d like to welcome Ellie to Watson Wood, who will be working in our Elgin Office.

Since leaving school, Ellie has been working in an administrative role, gaining practical experience. She will be working closely with our admin team, supporting them across day-to-day tasks and helping keep things running smoothly.

30/12/2025

Delighted to be able to help out the Nairn St Ninian u14 team for the season ahead!

We would like to thank our new sponsor for our U14s team for the new season. Watson Wood Financial Planning.

Watson Wood Financial Planning is an independent financial planning firm with offices in Inverness, Elgin and Aberdeen providing unbiased, expert advice to private individuals, business owners, families and trusts. As a firm, we look to support our local communities. With strong ties to Nairn, the business were delighted to be able to help the U14 team this year and wish them all the best for the season to come!

22/12/2025

As another year comes to a close, we’re proud to reflect on what has been an exciting year for Watson Wood Financial Planning.

We were honoured to be included in the Citywire Top 100 IFAs across the UK, nominated for Top Adviser Firm in Scotland and Northern Ireland for the fourth year running, and to see Kirsty Watson awarded Fellowship status through the Personal Finance Society.

We also celebrated the opening of our Aberdeen office, Jayne’s promotion to Financial Planner, and supported our clients through the aftermath of two UK budgets.

Giving back remained a priority as we supported local schools through careers and money management sessions, contributed to Cash for Kids, and took part in a range of charity challenges.

We also welcomed Lee, Debbie and Eileen to the team and enjoyed celebrating Kelly’s wedding along the way.

Thank you to our clients, colleagues and community for your continued support.

Wishing you all a Merry Christmas and a Happy New Year.

11/12/2025

A huge thank you to our neighbours in our Elgin and Inverness offices for supporting our festive fundraiser!

Our bake sale raised £470 for Cash for Kids, and Watson Wood proudly matched the donation, bringing the total to £940. 🎄 🎁

Our teams also volunteered across two days, helping to pack Christmas parcels for local children who otherwise may have woken up on Christmas morning to no gifts.

If you’d like to help, there’s still time to donate gifts. Cash for Kids North Scotland are in need of gifts for children aged 9-18, especially boys.

You can drop gifts to our offices or head to the Cash for Kids website for details on other collection points.