Do you have a financial plan for life?

Watermark Wealth Management is a firm of Independent Financial Advisers based in Burnham-on-Sea, Somerset that is committed to delivering the highest quality independent financial advice and mortgage advice together with structured investment/wealth management solutions to retail, corporate and private clients.

Blog

  • Plugging the Household Gap UK adults forced to borrow money from family members More than one in four (28%) UK adults have been forced to...
  • A New-look NISA Way to Save and Invest Have you taken advantage of your larger tax-efficient allowance? The new Individual Savings Account (ISA) rules were introduced in July,...
  • What’s in your Basket? Diversifying your assets helps spread risk by lessening the potential for losses Most investors are used to hearing the term ‘diversification’...
  • Clever Retirement Strategies How to influence the income you’ll receive in your retirement On 10 July this year, the Office for Budget Responsibility ...
  • Do you know your Inheritance Tax numbers? How to UNLOCK your assets from unnecessary tax £325,000 The first £325,000 value of your estate is called the ‘Nil Rate...

Why Watermark?

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David Whitaker OBE - Chairman