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

  • Pension tax charge abolished sooner rather than later New rules will simplify the existing regime from April 2015 The Chancellor, George Osborne, has brought forward the expected announcement...
  • State Pension Changes on the Horizon Over half of the UK population are unaware of government plans Over half of the UK population are unaware of government...
  • Pension Freedom The most radical reforms this century In Budget 2014, Chancellor George Osborne promised greater pension freedom from April next year....
  • Educating Investors Six years after the start of the financial crisis, what lessons should we have learnt? 1 Plan for the...
  • Educating Investors Six years after the start of the financial crisis, what lessons should we have learnt? 1 Plan for the...

Why Watermark?

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David Whitaker OBE - Chairman