John Watson

Head Of Wealth Planning Operations at Kingswood Group

John Watson has worked as the Head of Wealth Planning Operations at Kingswood Group since July 2023. Prior to that, they were the Operations Manager at Newcastle Financial Advisers Limited from August 2021 to July 2023. Before that, they held various positions at Quilter Financial Planning, including Operations Manager from July 2014 to August 2021, Finance Positions from June 2012 to July 2014, and Commission Administrator from September 2008 to June 2012. John began their career as a Case Handler at Mckeag & Co Solicitors in February 2004 and worked there until September 2008.

John Watson attended Monkseaton High School, but no information on their degree or field of study is available. In 2015, they completed the CII Level 3 in Mortgage Advice from the Chartered Insurance Institute, specializing in Financial Planning and Services.

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Timeline

  • Head Of Wealth Planning Operations

    July, 2023 - present

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