Client Testimonials

Our financial advisers regularly receive positive feedback from our clients, a few statements from which are below:

Heather says:
You were fast efficient and friendly; I would have no hesitation in recommending you to anyone I know
Joyce H says:
You made it all so easy for me
Martyn W says:
The most positive, honest and efficient approach that I have ever experienced from a Financial Adviser
Mark & Sarah B says:
Thank you very much for all your help and support over the last 6 months
John & Bev says:
We find Watermark a delight to deal with. Every call to the office is always answered by your staff in a cheery and friendly way but also we're dealt with in a professional and respectful manner. We really enjoy and value this. We also appreciate the regular information and updates that your Independent Financial Advisers provide. Whilst we haven't been able to come to the office for sometime we know that Watermark Financial Solutions is accessible if and when we need them. This is a great comfort to us.
Peter and Jeni Gordon says:
Who to entrust with your savings is probably one of life's most important decisions. For us it is with Mark Woods and his visionary and inspired team at Watermark Financial Solutions. From day one there has been no turning back and definitely no regrets. Confidence and trust are paramount particularly in these turbulent times and Watermark Financial Solutions regularly inspire these qualities. We have been through several difficult times but with Mark and his team at the helm the storms have been ridden skilfully. This has endorsed our faith in their expertise, as we have always known that our investments have been managed and safeguarded as if they were their own. That is a true test of an Independent Financial Advisor. Always striving to be the best in the business, Watermark is constantly improving the quality and value of the services they provide as portrayed in their structured discretionary investment portfolio. Beyond outstanding management and performance there is above all a feeling of personal interest and attention. Watermark Financial Solutions is always ready to listen with an unrushed and caring approach. You truly feel valued and welcomed as a client. It is such a privilege to be associated with Mark and his brilliant team where honesty and integrity go hand-in-hand and our confidence and trust are reinforced time and time again.
Kenneth Christie, M.W, Bristol, U.K says:
When my wife and I walked off the street and into the Watermark offices, meeting Mark Woods and members of his team for the first time, we felt that we had come home. After a period of years when other Independent Financial Advisers had filled our minds with confusion and an element of exaggeration we found only realism and frank appraisal. For the first time for more than fifteen years we became confident in the skill and expertise behind the vitally important advice that we needed to conduct the wealth management of our financial affairs. No question has ever been too simple to be answered with the same patient level of expertise as the most complex. All assessments have been thorough and later followed by a perfectly straightforward paper trail so that we have been able to re-evaluate the advice given to us in our own time and in the comfort of our own surroundings. After more than forty years of working with a small number of specialist financial advisers, we recognise that the knowledge available to us at Watermark Financial Solutions Limited is contemporary, broadly based and comprehensive. We regard ourselves as being singularly fortunate in our choice and appointment of this organisation as our single independent financial advisers.

These testimonials and others are available for inspection at our offices.