http://www.watermarkfsltd.com The Quest for Excellence Mon, 09 Jun 2008 14:04:35 +0000 http://backend.userland.com/rss092 en Global Stock Markets have remainied highly volatile this week following renewed concerns over the US slow down and the global credit squeeze. Our view is that the stock market will remain volatile for the foreseeable future and the sudden dips and spikes will offer buying and selling opportunities for fund managers ... http://www.watermarkfsltd.com/mark-woods/2008/01/global-stock-market-volatility/ You can hardly escape the 'credit crunch' on the news at the moment, but why is it causing us problems here in the UK when the issue commenced with the 'sub-prime' mortgage market in the US? During the second quarter of 2007, it became apparent that financial institutions around the globe ... http://www.watermarkfsltd.com/mark-woods/2008/03/the-credit-crunch-opportunity-from-mayhem/   HM Revenue & Customs’ changes to Individual Savings Accounts (ISAs) and Personal Equity Plans (PEPs). The changes, which came into effect from 6 April 2008, are as follows: • ISA savers are now able to invest in two separate ISAs each tax year; a Cash ISA and a Stocks and Shares ISA. These ... http://www.watermarkfsltd.com/mark-woods/2008/04/200809-pep-and-isa-changes/ Mark Woods has received confirmation from the CFA Society of the UK that he has passed his Investment Management exams with the UK Society of Investment Professionals (UKSIP).   This milestone has been reached on schedule as a part of our firm's commitment to continuing professional development of personnel and enables the ... http://www.watermarkfsltd.com/mark-woods/2008/04/investment-management-exam-success/ 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 ... http://www.watermarkfsltd.com/mark-woods/2008/05/beware-of-boiler-room-share-scam/ 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 ... http://www.watermarkfsltd.com/mark-woods/2008/06/discretionary-investment-management-authorisation-approval/