Mark Woods – Dip PFS, IMC, Passed CFA Level 1
Investment Manager, Trusts & Inheritance Tax Specialist
Entered financial services in 1988 as a trainee financial adviser with General Portfolio then, having experienced a very sales oriented approach to providing financial advice i.e. selling products, I set up Watermark Financial Services in November 1990.
Watermark has evolved over time and is now known as Watermark Wealth Management. The objective for myself and the company is simply to be the best at what we do. Although attainment of this goal is subjective, aiming for it leads to the highest standards of business practise and the best outcomes for our clients.
These days I take on very few new clients as my priority is to serve my existing clients at a level that exceeds their expectations. My time is mostly taken up with the day to day research and investment management.