Watermark Financial Planning Ltd

Watermark Financial Planning is headed by a workforce of two administrators with over 30 years of mixed expertise throughout the financial business. Sector expertise contains impartial financial companies, non-public banking, and excessive avenue banking.

Watermark’s head workplace relies on Swansea with additional workplaces within the historic cities of Henley-in-Arden (Warwickshire), and Chepstow (Monmouthshire). These are perfect for shopper conferences, offering a relaxed, peaceable atmosphere wherein to debate shopper necessities.

Watermark’s success relies on the assumption that every shopper’s financial wants are a particular person to them, and that these necessities must be met by means of bespoke monetary recommendation and planning. Our shopper portfolio is constructed totally on suggestions from people and enterprise professionals and this continues to be a significant supply of the latest clients.

  • independent financial advisers
  • income protection insurance
  • fsa regulated
  • financial services
  • financial planning
  • tax planning
  • buy to let mortgages
  • commercial mortgages
  • investments
  • pensions
  • mortgages
  • mortgage advice
  • life insurance
  • life assurance & pension consultants
  • Inheritance Tax Planning
Office hours
Monday09:30 - 17:30
Tuesday09:30 - 17:30
Wednesday09:30 - 17:30
Thursday09:30 - 17:30
Friday09:30 - 17:30
Our Location