- Watermark Financial Solutions Ltd.

Download or view our July/August 2010 Free Smart Money Magazine which contains useful investment, wealth management and tax saving tips.
Download or view our Free Smart Money Magazine - July 2010 here.

On 22 June 2010, George Osborne MP, delivered the much awaited Emergency Budget designed at addressing the UK’s unsustainable public spending and national debt.
 
In spite of the political rhetoric from the opposition, the consuensus of UK economists believes that the budget was tough but fair, addressing the issues at hand whilst ensuring that those on […]

In our line of business we are exposed to many views on the economy and markets and often these views can conflict with each other.
Robin Griffths is a well respected investment strategist with Cazenove Capital and he is predicting a sizeable ‘double dip’ in the stock market.  Listen to his views:

The problem is that for […]

Watermark Financial Solutions has officially launched it’s ‘Inspired’ Client Extranet.
 
The system provides clients with detailed policy lists, investment & pensions valuations and details of other assets owned….. all in one place.
 
Managing Director, Mark Woods stated ‘When our clients log into the extranet and click on their portfolio the system activates live valuation requests from all investment/pensions providers.  The […]

People who rent out holiday homes in Europe face a race against time if they are to qualify for new tax reliefs announced in the Budget.
Second home owners will need to file applications by 31 July if they are to qualify for the relief, which allows owners to offset losses they make on running costs […]

Many have stated that the current economic and financial crisis will be deep and protracted.
 
With unemployment rising and expected to reach 3 million by the end of the year, Government borrowing aimed at stemming the job cuts and stimulating growth expected to surpass any levels set in history and stock markets, property markets, corporate bonds […]

The Financial Services Compensation Scheme (FSCS) is the primary protection scheme for consumers in the UK holding investments, pensions or long term life assurance plans.
 
The scheme covers up to:
 
£48,000 per investment such as Unit Trusts, Open Ended Investment Companies (OEIC’s) and investment based ISA’s.
 
100% of the first £2,000 plus 90% of the balance on all pensions and […]

It is a worrying time for people with money on depost.
 
Many financial institutions have already folded with thousands losing their jobs and livelihoods, but how safe is your money?
 
The Governement has recently announced that it is extending the guarantee on money held on deposit with UK regulated financial institutions from £35,000 to £50,000.  For a couple […]

We are pleased to announce that Watermark Financial Solutions Ltd. has obtained Discretionary Investment Management Authorisation from the Financial Services Authority.
 
This has been a goal of the company for some considerable time and it is our understanding that we are the first independently owned firm of retail based Independent Financial Advisers in our region that has this […]

The BBC has revealed a frightening share scam from ‘Boiler Rooms’ based in Spain and other countries.
 
Boiler rooms are where slick telesales people make their calls from in an attempt to sell shares in non existent companies, effectively taking money from unsuspecting individuals and providing a share certificate that is absolutely worthless.
 
The BBC state:
‘Boiler rooms […]