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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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
  • Refreshingly trustworthy
  • Driven by your goals
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Our team are…

  • Personable
  • Professional
  • On your side
  • Focused on your aspirations
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What do our clients say?

Having seen the advantages of using a good financial adviser, Waymark now also advises most of the Bennett family. Terry Bennett Kent, a client since 1998
Mark has been invaluable in ensuring that I have a comfortable retirement and, at the same time, estate planning for the next generation. Leo Fraser-Mackenzie London, a client since 1995
I feel very confident that my money is being invested appropriately. I am exceptionally happy with the results. Waymark have always struck the right balance between making sure I am involved in the right investment products for my circumstances, but without being pushy. They are very efficient and knowledgeable with regard to regulation and the paperwork is always clear. Peter Schluter Woking, a client since 2005
We have found ourselves to be better off after working with Jonathan at Waymark, and have the confidence that we can continue to enjoy a very comfortable retirement. Overall, we have found Jonathan to be a very conscientious and able adviser, being fully conversant with both our personal situation and the increasingly complex financial world. Peter and Norma London, clients since 1993
We had a family introduction to Mark in 2013 and have no cause for regrets. The portfolio returns have been healthy but, more importantly, the Waymark team pay great attention to detail, and offer a consistently warm and personal service. In short, the decision to choose a small friendly financial adviser rather than one of the huge investment managers has been fully vindicated. Gregory and Amita London, clients since 2013
Waymark has an enthusiastic team who always give personal and speedy attention to our needs and preferences. We receive regular reports and updates and Mark meets regularly with us to review our portfolios and our objectives or as otherwise needed. We would recommend Mark and his team to others, and have in fact already done so. Andrew and Ann Bromley, clients since 2001
Waymark have a completely holistic approach; all aspects of my planning were covered. I am now looking forward to a comfortable retirement. I have peace of mind knowing all my financial and personal affairs are in a robust state and I am very happy to recommend Mark Wilson and Waymark as an Independent Financial Adviser. Carol Dunmow, Essex, a client since 1993
Jonathan took great care and attention in understanding our current financial circumstances and our future plans, and provided clear and detailed explanations regarding the reasoning and advice we were given. The service Waymark has provided has given us confidence that we're protected against any unforeseen circumstances, and that we're laying solid foundations for our future financial needs. Simon and Sally London, clients since 2018

Resources

Here you will find the latest news and articles from Waymark, as well as helpful guides and downloadable
articles that you can read, keep and share.

FAQs

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Focus on

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Client stories

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