Watson Wood Financial Planning

Christina and Jason were pleased to represent the Chartered Institute of Insurance at the recent Careers Fair at Eden Court.

They had the opportunity to speak with people at all stages of their careers, from school leavers exploring their options to experienced professionals considering a career change.

They enjoyed showcasing the diverse career opportunities available within insurance and financial services, as well as highlighting how CII membership can help individuals develop their skills, gain professional qualifications and progress their careers.

At the recent CityWire Scotland retreat, Kirsty and Martyn were delighted to pick up the Citywire New Model Adviser Scotland & Northern Ireland Independent Financial Adviser of the Year award from guest speaker John Hartson.

The award recognises the team for their commitment to delivering excellent client service. It also recognises our work with local schools where we deliver sessions to pupils to help raise their awareness around the importance of financial planning.

❗️We have an exciting new job opportunity with Watson Wood. Please see the information below. ❗️

Our Chartered Financial Planner and Head of Investments Martyn spoke with the Aberdeen & Grampian Chamber of Commerce to answer some questions about his role at Watson Wood.

See the below link for the great Q&A from Martyn -

Meet the Member: Martyn Percival, Watson Wood Financial Planning Watson Wood Financial Planning is an award-winning independent financial planning firm based in Westhill, Elgin and Inverness.

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!

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.

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.

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.

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.

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.