Watermark Wealth Management Ltd is an independent financial advisory firm based in the UK. The company focuses on building long-term, trusted relationships with its clients to help them achieve their financial goals. Their core mission is to provide high-quality, personalised advice across various facets of wealth management, including investment strategies, retirement planning, inheritance tax planning, and protection. By taking a holistic approach, they aim to create, grow, and protect the wealth of their clients through bespoke financial plans. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United Kingdom