We’re a VouchedFor Top Rated Firm

We’ve been included in the VouchedFor Top Rated 2024guide, distributed by The Times.

VouchedFor’s Top Rated guide aims to identify and celebrate the UK’s best financial advice firms, based on client feedback. We’re delighted to have been included.

Better yet, we’ve been a Top Rated firm for five years in a row!

Waymark Financial Limited profile

About us

We are a team of experienced Independent Financial Advisers based in the City of London.

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Who we work with

We work with people at every stage of life, from young professionals to those who have already retired.

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Client journey

We follow a six-stage process to ensure your goals and aspirations are at the heart of our process.

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What our clients say

Our clients are delighted with the service we provide. A recent survey revealed that:


100% of clients would recommend us to their friends and family


100% of clients believe that working with us has helped or will help to achieve their financial goals


100% of clients were very satisfied with the timeliness of response from their adviser

Amita & Gregory

Easing Amita & Gregory's retirement nerves.

James & Michelle

Showing James & Michelle how financial planning should be.


Helping Andrew put his affairs in order.

Christian & Cordula

Giving Christian & Cordula valuable advice instead of selling products


Making sure Danny doesn't have to worry about his financial future.


Making pensions fun for Deborah.

Why choose us?

We understand that choosing a financial professional is a big decision. That’s why we ask that you take the time to get to know more about us and how we work before you get in touch.

Here are a few reasons why we believe our advice, and the advisers who provide it, will enable you to secure a stable and fulfilling financial future…

Our advice is…

  • Independent
  • Regulated by the FCA
  • Trusted
  • Driven by your goals
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Our team are…

  • Personable
  • Professional
  • Focused on your aspirations
  • On your side
Learn more


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