Darren Watson

Chartered Financial Planner @Affluent Financial Planning Ltd

Glasgow, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2024 — Present

Chartered Financial Planner @Affluent Financial Planning Ltd

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A seasoned Chartered Financial Planner and Pension Transfer Specialist with over 20 years experience guiding professionals, business owners, and retirees towards financial freedom. My approach focuses on aligning financial strategies with clients\' lifestyle goals, ensuring peace of mind and staying on the right path.

EDUCATION

2000

Chartered Insurance Institute

Life & Pensions Foundation Certificate

2002

Chartered Insurance Institute

Financial Planning Certificate

2018

Chartered Insurance Institute

CII Level 3 Certificate in Equity Release

2020

Chartered Insurance Institute

Diploma in Regulated Financial Planning

2004

Chartered Insurance Institute

Mortgage Advice Qualification

2024

The Chartered Institute for Securities & Investment (The CISI)

Chartered MCSI

2021

Chartered Insurance Institute

Pension Transfer Specialist

2021

Chartered Insurance Institute

Certificate in Discretionary Investment Management

2022

Personal Finance Society

Fellowship

2022

Chartered Insurance Institute

Chartered Financial Planner

2012

The Chartered Institute of Bankers in Scotland

Diploma in Investment Planning

2022

Chartered Insurance Institute

Advanced Diploma in Financial Planning

ABOUT DARREN WATSON

Chartered Financial Planner. FPFS and Chartered MCSI.

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Darren Watson — Chartered Financial Planner at Affluent Financial Planning Ltd in Glasgow, GB | Unifers