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Independent Advisers Somerset
David Whitaker OBE - Chairman
Watermark Financial Solutions is a firm of Independent Financial Advisers and Discretionary Investment Managers based in Burnham-on-Sea, Somerset, that is committed to delivering the highest quality independent financial and mortgage advice together with structured discretionary investment management/wealth management to retail, corporate and private clients.
Most clients that we take on have already taken financial advice from other companies, but are disillusioned because they have not received the promised service, and the plans implemented have been seriously lacking in terms of an overall strategy, dynamism and logical progression.
Our dynamic strategies are proven over time and our clients find them remarkably easy to understand due to the logical methodology employed.
- Create more predictable, risk controlled investment returns
- Actively manage your money under our ‘Discretionary Managed Portfolio Service’ (DMPS) - See our ‘Investments and Wealth Management’ section for more details
- Provide on-line valuations through our ‘Inspired’ client extranet with daily valuations
- Optimise sustainable tax planning strategies
- Significantly reduce paperwork and complexity issues
- Develop and preserve a more secure future
- Release your talents, money and energy to fulfil what is most important to you
- Investments and Wealth Management
- Pre and Post Death Wealth Preservation
- Reducing Personal and Company Taxation
- Pensions and Retirement Options
- Protection and Insurance
- Residential and Commercial Mortgages
- Do you have a coherent and sequential financial plan for life?
- Is your adviser authorised by the FSA to make investment changes at his discretion quickly without asking you first?
- Does your adviser offer you on-line access to view all of your assets, liabilities and wealth with valuations updated daily?
- Do you have built in investment risk management strategies?
- Is your investment asset allocation monitored and changed regularly to meet your risk strategy and market conditions?
- Have you set creative, inventive, tax efficient strategies specifically designed to achieve your future goals?
- Have you benefited from Discretionary Investment Management or have your investments just been left alone to move with the tide?
- Have you achieved great investment diversification yet management simplicity?
- If you have answered ‘NO’ to any of these questions, you need to talk to us! Contact us for a free initial consultation on 01278 222 902.
A little more about this website
This website will give you a flavour of why as truly ‘Independent Financial Advisers’ we have a strong client oriented ethos, which we believe keeps our clients coming back for impartial financial advice year after year.
We work with our clients to identify areas for improvement in their financial affairs and we design and implement strategic and dynamic solutions not necessarily based around financial services products such as life assurance and pensions.
Find out more about our local area at http://www.burnham-on-sea.com/