Waymark

adjective | ˈweɪmɑːk /

“A sign forming one of a series used to mark out a route”

Waymark Financial was founded in 2011. Today, we are a growing team of Independent Financial Advisers and dedicated support in the City of London.

We are a founding partner and an appointed representative of Beaufort Financial. As one of our clients put it so well, we are “small enough to offer a personalised service, but Waymark being part of a larger group instils confidence.”

We work with City professionals, as well as those further afield in the south east, to enable them to achieve their lifelong goals.

A waymark is an arrow that signals a route, and it represents the way we work with our clients. The financial side of life can be complex and confusing, but our approach is to make things simple and personable: we guide people at every stage of life through their financial journey.

Our Financial Advisers, as well as our friendly support team, are committed to securing positive and purposeful financial futures for our clients.

Mark Wilson

Independent Financial Adviser

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Jonathan Attenborough

Independent Financial Adviser

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Avril Davis

Business Manager

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Tina Soskind

Client Support Executive

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Kim Lee

Investment Researcher

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Rebecca Bunyan

Administrator/Trainee Paraplanner

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What do our clients say?