Later Life Advice in Scotland
Later Life Advice?
Help When You Need it Most......
 
 
We help guide you through the complexities and plan for the future, whether it be saving tax, providing a lifetime income or how to manage your care costs or those of a relative. 
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About Us.....

 
 
Donald Watt has been working as an adviser since 1999 and has also achieved diploma level accreditation. He currently holds the following level 4 exam passes:
 
  • G60 - Advanced Diploma in Pensions
  • J01 - Diploma in Personal Taxation
  • J05 - Diploma in Pension Income Options
  • MAQ - Diploma Mortgage Advice Qualification

 

Other specific subject passes:
 
  • CF8 - Certificate in Long Term Care
  • ER1 - Certificate in Equity Release
    •  
Donald has been awarded accreditation of training excellence for Later Life Advisers and membership of the Society of Later Life Advisers. 

 
Donald is a great believer in the client comes first and is keen to provide a highly personal service. He takes great pride in making complicated financial matters easy to understand and transparent. The industry is full of unnecessary jargon which he tries his best to convert into plain english.
 
 
 
 
 
 
  
 
Watt Financial Solutions
 Independent Financial Advisers
 Suite F, 30 Newmarket Street
 Falkirk
 FK1 1JQ
Tel: 01324 888824
 
Meeting Office also at Charing Cross, Glasgow.
For Investment Planning we make recommendations based upon the Whole of Market.

The levels, bases and reliefs of taxation are subject to change.

The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us. 

Watt Financial Solutions is an appointed representative of TenetConnect Services Ltd,
which is authorised and regulated by the Financial Services Authority. 
TenetConnect Services Ltd is entered on the FSA register under reference 150643.