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

  • Question Time Why planning for your future retirement requires answers We all look forward to stopping work, embarking on a new path ...
  • One of Life’s Unpleasant Facts Protecting your assets to give your family lasting benefits in an uncertain world Inheritance Tax (IHT) in the UK is a...
  • ‘Am I Diversified Enough?’ What’s positive for one investment can be negative for another Different types of investments are affected in different ways by...
  • Full Nest Households The financial pressure on parents providing board to their adult offspring Parents with adult children living under their roof are ...
  • Sandwich Generation Filling in the family gaps With an ageing population and increasingly more children living at home for longer, more and...

Why Watermark?

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David Whitaker OBE - Chairman