About Watermark Wealth Management

Watermark Wealth Management is an independent financial advisory firm which offers holistic financial planning to individuals, business owners, trustees and attorneys through face to face meetings.

We help our clients through the three key financial phases: accumulation & protection, decumulation and preservation. We do this by building long and strong relationships that provide value to our clients. Our strategies are tailored, robust, monitored and sensitised to market shocks and lifetime events allowing our clients to focus on what matters to them.

The majority of clients we deal with are based in the South West of England, however, we deal with clients all over the country.

Referrals we are looking for:

We are looking for clients who would like help with retirement planning, investment advice, tax efficient profit extraction from businesses and inheritance tax planning.

Referrals we can give:

We can refer to trusted professionals which include: accountants, solicitors, will writers, mortgage advisers and insurance brokers.