We’re highly rated

We have been reviewed and rated by our clients on Vouched For, an independent service which allows people to review their professional adviser.

With a score of 4.9 out of 5, you know you can trust our services and expertise. We have also qualified as a Top Rated Firm for 2020, 2021 and 2022.

VouchedFor Top Rated 2020
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
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