Laura Peel
Financial Planner
Following my graduation from UMIST in 2001 where I studied Chemistry and Management, my interest in finance and numbers led me into a career in Financial Planning.
I joined an Adviser Graduate Scheme in Bath with the national firm, Chase de Vere, before relocating to Cheshire in 2005 to join the team at Watterson Wealth Management. The business was subsequently sold to Bluefin (a subsidiary of AXA) in 2008 and then to Towry in 2013.
Having worked in both a smaller, independent financial planning business and a larger corporate one, my opinion is that clients only really receive a fully individual, tailored financial planning service within the former.
Consequently I am delighted to be leading the highly experienced team at Watterson Financial Planning; offering high net worth clients a truly personal and bespoke financial planning service.
Outside of work, I have two young sons who certainly keep me on my toes. I love playing netball when time allows, and you can often find me on the allotment on a Sunday morning, fighting with the weeds!
Alex Ward
Financial Planner
I graduated from the University of Birmingham in 2011, having obtained a bachelor’s degree in Philosophy. For ten years I pursued a career in legal services. Whilst working full time, I completed my law degree and Legal Practice Course. I worked at both national and regional law firms and specialised in property law. After being made redundant for the third time, I decided to change direction and pursue a career in financial planning.
I completed the Diploma in Financial Planning through the Personal Finance Society and am now working towards the Advanced Diploma and Chartered status. I joined Watterson Financial Planning in 2023 after working as a paraplanner for a large national Chartered wealth management firm.
In January 2023, I became father to twin girls, Lily and Rose, so spare time is fast becoming a distant memory! I do enjoy taking the girls out in the Peak District, and thankfully they are on their best behaviour when on a good walk!
Alison Paget
Office Manager
I started working in financial services 14 years ago with Watterson Wealth Management, and that is where I first met and worked with Craig.
During this time, I have obtained numerous industry qualifications and a wealth of knowledge and experience within the sector.
I was the Office Manager for Watterson Wealth Management and responsible for 24 members of staff until its acquisition in 2008. I continued in that role until recently, both for Bluefin and Towry.
However, I could not pass up the opportunity to join Watterson Financial Planning. Throughout my career within financial services, I have enjoyed the varied challenges and responsibilities it brings.
I enjoy ‘some me time’ by sailing on my narrow boat, walking and reading.
Claire Kivlin
Senior Administrator
Following my graduation from Edge Hill University with a Degree in History and Sports Studies, I have spent my working life in financial services, starting out in the Life Assurance business with Aviva and then a small Life Insurance broker.
In 2007, following the completion of several industry qualifications, I was delighted to get the opportunity to join the administration team at Watterson Wealth Management.
I have since built up a wealth of knowledge and experience within that role and continued this until recently with both Bluefin and Towry.
In my spare time, I enjoy spending time with my husband and daughter, cycling, running, tending to my vegetable patch, and reading.
