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.
Our Services
Blog
- Gender neutrality New rules mean women could increase their pension income by over 20 per cent The new 20 per cent uplift in...
- Top 10 tax tips Tax planning checklist 2012/13 for you, your family and your business Make sure you take advantage of the wide range of year-end...
- Is your family protected financially? The cost of bringing up a child until they reach the age of 21 has hit an all-time high Having children...
- Generating an income from your investments An important requirement, especially if you’ve retired or are approaching retirement How do you generate a reliable income when interest rates are...
- One of the biggest purchases you’ll ever make This important one-off decision has long-term consequences if you get it wrong If you save through a private pension, when you...
Why Watermark?
David Whitaker OBE - Chairman