How to make a complaint

If you are unhappy with our advice or any aspect of our services, we encourage you to contact us as soon as possible. We will do our best to resolve your concerns.

Telephone: 01278 794499



In writing: Watermark Wealth Management, Manor House, Manor Road, Burnham-on-Sea, Somerset, TA8 2AS.

We have a complaints procedure and we can provide further details on request. If you do have a complaint, and you are not happy with our response, the Financial Ombudsman Service (FOS) may be able to help. The FOS settles disputes between financial services business and their clients. Full details are available at

If your complaint relates to products or services you have bought from us online, or by other electronic means such as by email, you may refer your complaint to the Online Dispute Resolution (ODR) platform at