Watson Wood Financial Planning
Watson Wood Financial Planning is an independent financial planning firm offering advice to private individuals, business owners, families, and trusts. They focus on pensions and retirement planning, estate planning, and long-term investment strategies.
- Tax planning
- Pensions advice
- Estate planning
- Retirement planning
- Long-term investment strategies
- Life insurance and individual protection
Locations
Competitors
Partners Wealth Management is a financial planning and investment advisory firm that focuses on building enduring relationships based on trust.
Company Details
Watson Wood Financial Planning is operated by Watson, Wood & Sillars Ltd and is a Active company incorporated on 24 January 2017 with the registered office located in Inverness, Inverness. Watson, Wood & Sillars Ltd was registered 8 years ago.
Status
Active
Size
Small
Directors
4
Age
8 years old
Employees
16
Turnover
Unreported
Total Assets
£1.12M
Cash in Bank
£293.42K
Total Liabilities
-£358.89K
Teams
12
5
5
5
2
Compliance Officer/Administrator • Joined Feb 2025
Administrator • Joined Jun 2023
Administrator
Administrator • Joined Dec 2021
Administrator • Joined Jun 2023
Assistant Administrative • Joined Jun 2018
Paraplanner • Joined Oct 2023
Chartered Financial Planner • Joined Jan 2022
Paraplanner • Joined Aug 2021
Employee
Administrator • Joined Jun 2023
Administrator
Administrator • Joined Dec 2021
Administrator • Joined Jun 2023
Assistant Administrative • Joined Jun 2018
Paraplanner • Joined Oct 2023
Chartered Financial Planner • Joined Jan 2022
Paraplanner • Joined Aug 2021
Financial Planner • Joined Aug 2022
Paraplanner • Joined Jun 2023
Paraplanner • Joined Oct 2023
Chartered Financial Planner • Joined Jan 2022
Paraplanner • Joined Aug 2021
Financial Planner • Joined Aug 2022
Paraplanner • Joined Jun 2023
Compliance Officer/Administrator • Joined Feb 2025
Employee
View 12 members