Home
About us
Who we work with
Why choose us?
Client journey
- Our services
- Our investment philosophy
Client stories
Resources
- News
- Guides
- Focus on
- FAQs
Contact us

Michael and Grace

At retirement

Michael and Grace

Recent Posts

Your Spring Statement update – the key news from the chancellor’s speech
Guide: 7 allowances you might want to use before the end of the 2024/25 tax year
Investment market update: January 2025
5 practical tips for staying healthy in your 50s and beyond

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 B 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 and Bill London, clients since 1995

"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

"Overall we are extremely pleased with Waymark providing us with sound financial advice which is honest and reliable.We would highly recommend their services ." Kevin and Alison Hertfordshire, clients since 2009

"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." Peter S Woking,, a client since 2005

"Without Mark and now Jonathan, our finances would be untidy and less healthy, and we would have made less of our incomes. Thanks to them, we know where we are, and can… get on with life!" Nicole and Neil Snowdonia, clients since 1994

Enter your email to stay up-to-date with the latest Waymark news and blogs.

Contact us

Address

34 Lime Street
London
EC3M 7AT

Download directions (PDF)

Phone

020 3427 3205

Email

info@waymarkfinancial.co.uk

Waymark Financial Limited is an appointed representative of Parallel Lines – The Advisor Collective Ltd (www.pltac.co.uk) which is authorised and regulated by the Financial Conduct Authority.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

Click here to read our privacy notice | cookie policy

We are using cookies to give you the best experience on our website.

You can find out more about which cookies we are using or switch them off in .

Powered by GDPR Cookie Compliance

Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

Enable or Disable Cookies Enabled Disabled

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.

3rd Party Cookies

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.

Keeping this cookie enabled helps us to improve our website.

Enable or Disable Cookies Enabled Disabled

Please enable Strictly Necessary Cookies first so that we can save your preferences!