Our Mission
To provide the very best financial advice to Trustees, Attorneys, individuals and businesses through highly qualified, specialist advisers.
We do not target our advisers to produce a certain amount of business income. Our target is to exceed 100% of our clients expectations with nil complaints.
Our Managing Director, Mark Woods states:
every aspect of our business is geared towards this aim in the unshakeable belief that complete client satisfaction leads to sustainable relationships and strong referrals from our existing clients to new clients and this is exactly how our business has grown from strength to strength.
Company Profile
Watermark Financial Solutions Ltd. was established in 2006 as a natural progression of the Watermark Financial Services Partnership, which was established in 1990.
We have built a reputation among fellow professionals for providing excellent standards of independent financial advice and service to clients.
We are members of the following organisations and abide by the various codes of conduct laid down by them:
- Association of Independent Financial Advisers (AIFA)
- Chartered Insurance Institute (CII)
- The Personal Finance Society (PFS) (formerly The Society of Financial Advisers (SOFA) & Life Insurance Association (LIA), which merged in 2004)
We continually receive letters from satisfied clients, complimenting us on our professionalism and thanking us for our quality service and independent financial advice. As one client put it
‘the most positive, honest and efficient approach that I have ever experienced from a Financial Adviser’
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