After almost 7 years of trading through a conduit national organisation, Watermark has finally broken free and is trading as a directly authorised firm with the FCA from today!

To mark this momentous occasion for our business we have made a spoof relaunch video, starring members of our team and the one and only David Brent (played by lookalike Tim Oliver) from ‘The Office’, that cringy BBC2 comedy from 2001 onwards.

With this change, we have relaunched our website with our new logo and refreshed branding that will take us through the 2020s.

Watermark Wealth Management Logo

Key aspects of our site concern what we do for our clients, our culture and our environmental, social and governance (ESG) policy.  We’d love to hear your feedback.  

We will keep you informed of more enhancements to our offering and service in due course…