About Us

A little about our company

We believe the key to a great business is through its culture.  Everyone in our business must hold the same core values of honesty, reliability and a will to serve our clients in a professional and courteous manner.

Multi-award winning Watermark was established in November 1990 and designed to be different by placing our clients’ interests before profit. We coach our people to put themselves in your shoes and deal with you how they would like to be dealt with.  The unshakeable belief is that this approach builds trust, sustainable client relationships, lots of referrals to family and friends, and, ultimately, we would be profitable.

Through this ethos, we have built hundreds of long-term client relationships and developed our business into a strong and successful company. Many local solicitors and accountants recommend us to their clients, not to receive an introducer payment, but because they know we are reliable, trusted and the way we deal with their clients reflects well on them.

We have always embraced change and new technology to stay at the vanguard of our sector.

We aim to provide the very best financial planning advice to trustees, attorneys, deputies, individuals and businesses through highly qualified, specialist advisers.

We do not target our advisers to produce a certain amount of business income. We target quality of advice and superior client outcomes and endeavour to exceed 100% of our clients’ expectations with nil complaints.

Meet our team

Hover over the image to see what they're up to!
Relieved after finishing their 280 mile Grand Canyon river rafting trip relatively unscathed!

Mark Woods Managing Director
& Michelle Woods CFO

Bedraggled with Mark Woods after a rain storm on our Ben Nevis office adventure in 2016.

Steve Jewell
General Operations Administrator

Showing his desire to push himself, completing the 102km South West Coast to Coast Challenge.

Matt Rogers
Financial Adviser

Relaxing with a good book in Italy – some much needed R&R!

Tony Thompson
Financial Adviser & Corporate Pensions Specialist

Out for a stroll whilst on holiday.

Steve Young
Financial Adviser & Equity Release Specialist

In the trophy room of Barcelona FC – combining her love for both travel and football.

Harriet Rogers
Operations Manager

Shona and her husband, enjoying time in Iceland, celebrating her long service award after 20 years at Watermark

Shona Kingston
Adviser Support Administrator

Exploring the Mendips with Bear

James Cannard
Chartered Financial Planner

Out walking

Tracy Dymond

Spending time with Ronnie!

Rory Cotter

Soaking up the sun whilst on holiday in Greece

Ben Gates
Graduate Trainee Financial Adviser

"For me, life is about spending time with lovely people, travelling to lots of different places and going on many adventures. I like to do things I never thought I could and to make amazing memories that stay with me forever, so one day I can look back and say, ‘wow, I did that.’
Since starting at Watermark I have never been happier. Within the team we have a mixture of job roles, personalities and abilities but everyone always has time for each other, and, we all have the same focus; to be the best and put our clients first.
There is always opportunity for progression if you wish with support and encouragement to live our own dreams. It makes you feel truly valued. They are not just my work colleagues, they are my work family."
Experiencing Royal Ascot

Vicki Tropman
Client Relationship Administrator