Spread across two offices in north Scotland, Watson Wood Financial Planning believes big is not always best and has implemented a policy of no more than 50 families per planner, to ensure clients get the best possible service.

That said, the firm, which is chartered through the Chartered Insurance Institute and accredited through the Chartered Institute for Securities & Investments, still wants to grow.

To help with its expansion, it completed its acquisition of local firm Maclean Financial Planning at the end of 2021, with adviser Craig Maclean and his daughter Linda joining the team, which is spearheaded by director Kevin Wood. This allowed the firm to expand its client base while also keeping its cap for planners.

To develop its team, this year the firm has supported two staff members with a graduate apprenticeship degree course and another two in getting their diploma and chartered financial planner status.

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