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

  • Generating market-beating returns How much risk are you willing to take? It is impossible for an active manager to always outperform the market,...
  • Do you have enough money to retire comfortably? New data shows consumer confidence improving but worry is still strife Data recently released by Aviva shows that over half (55%)...
  • Tax Attack Legitimate planning could save you money by reducing a potential tax bill With tax increases the prospect for the foreseeable future,...
  • Investor outlook Tentative signs of economic growth Tentative signs of economic growth, receding risks, plentiful nearly free liquidity and financial markets on...
  • Long-term worries for the UK Preparing for your financial future Britons spend more time planning their next holiday, haircut and shopping excursions ...

Why Watermark?

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David Whitaker OBE - Chairman