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

  • A NISA Home for your Investments Providing you with increased simplicity and greater flexibility Individual Savings Accounts (ISAs) have been around since 1999, providing a tax-efficient...
  • Asset Allocation Achieving the right balance of cash, fixed income and equities How you choose to allocate your wealth between different asset ...
  • Income Generation Withdrawing income without prematurely depleting your portfolio Investing for income is not simply about establishing a¬†portfolio of income-generating investments. It...
  • Get Your Finances In Shape This Summer Review our financial fitness¬†checklist to see how we can help you make more of your money Utilise personal pension tax relief When...
  • What’s Your Number Make sure your pension is on track to grow enough to support you in retirement Do you know how much your...

Why Watermark?

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David Whitaker OBE - Chairman