Dream,
Plan...
Live!
The key to a great life
is how you live it
Winners of the Financial Planning Specialists of the Year 2022/23 Award at the South West England Prestige Awards
Financial Planning Specialists of the Year
at the South West England Prestige Business Awards
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Your future is in your hands
We exist so that you can live your life in the knowledge that your financial future is secure, whatever happens.

It's all about you!

We put our clients before profit. Everything we do is driven by you. Our systems, controls, processes and overall governance are designed not only to meet your needs, but to exceed your expectations.

Quality advice

Our staff and advisers have never been targeted for the amount of business they produce. We target the quality of advice, superior client outcomes and no complaints.

Successful

We want you to become a fan of our business and a strong advocate for what we do. Getting these factors right means we have built a strong, successful business that will be around for many years to come.
  • "Watermark have been our financial advisers for all our pensions and investments since the early 2000’s. Mark Woods has helped Sue and I plan our pension provision, diversify our investments and successfully negotiate the transfer of our business to new ownership. His advice is always thoroughly researched, carefully explained and professionally presented.  All his colleagues exhibit the same high standards and we have been delighted with the service we have received from everyone within Watermark. These professional standards along with the excellent care they have shown towards our investments, particularly during the challenging times, has resulted in us having a very high level of trust in Watermark. They are a truly ‘trusted adviser’."
    David Whitaker O.B.E. & Sue Whitaker O.B.E. 5 / 5
  • "I've been a customer for five years and Watermark has been friendly, responsive and knowledgeable. They clearly know what they are doing and have provided a good return compared to the general market with lower volatility."
    G. Wilkerson 5 / 5
  • "Most excellent professional, friendly and efficient service. Listened to my needs, risk appetite, budget and gave me several investment options in a clear and professional report. Impartial advice with no selling pressure. I could not recommend a better team of advisors."
    S. Hicks 5 / 5
  • "We moved our investment portfolio to Watermark 12 months ago. Our whole experience from establishing our needs, agreeing short and long terms objectives and implementing agreed plans, was carried out with the utmost professionalism and care."
    C. Mathews 5 / 5

Our Service Areas

Key Sectors
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Personal
Planning

Developing your personalised plan to provide financial security and to achieve your life goals.
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Corporate/Business Planning

How tax efficient profit extraction strategies and business risk controls can benefit you and your people.
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Trustees, Attorneys & Deputies

Helping you meet your legal and moral obligations when managing money on behalf of others.
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By focussing our people and technology towards your goals, we can help you achieve them.

How we help you live your dreams without fear or worry

1

We learn about you

We learn about your wants and needs, your dreams and aspirations. When we truly understand how you tick and what is important to you, we structure plans tailored to meet your future lifestyle objectives.
2

The financial phases

We take you on a journey through the three key financial phases:

Accumulation & Protection

Helping you to build wealth to the point that you can choose whether to work, semi-retire or retire ensuring that if anything happened to you along that journey, you and your family are provided for.

Decumulation

Helping you to transition out of working life into a life of leisure and a happy retirement.

Preservation

Helping you to transfer surplus wealth to your chosen beneficiaries.
3

A lifetime of value

By building long and strong relationships we deliver a lifetime of value through teaching, coaching, lifestyle cashflow forecasting, tax mitigation and eliminating any doubt or fear to provide certainty about the future.
Our strategies are tailored, robust, monitored and sensitised to market shocks and lifetime events allowing our clients to focus on what matters to them.
What you would like your life to look like in 10, 20, 30 years?
We add the strategic planning, you live your life.
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Resources

Recent Articles

View more articles in our Resource Centre.
Maximise every experience,
realise your dreams,
be fulfilled.

We're just a call away...

Please feel free to contact us for an initial discussion and we will call you back.