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News

Read the latest news, blogs and thought pieces from the Waymark team.

Your reviews have landed us a spot in the Telegraph

As you may know, your reviews helped us secure a coveted spot in the VouchedFor Top Rated guide. The guide featured in the Times earlier this year, and…

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10 fascinating and unusual museums in the UK

When you’re planning a day out, a museum can be the perfect way to occupy your time while learning something new. Yet, with so many to choose from…

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Are you supporting a loved one? You might need a Lasting Power of Attorney to act

Millions of well-intentioned people in the UK are helping their loved ones manage their online financial accounts, but could risk having these accounts frozen because they don’t have…

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How the value of your estate affects a key Inheritance Tax allowance

Inheritance Tax (IHT) is a growing concern for many people in the UK, with increasing numbers of estates facing a rising tax liability. Each year, the amount of…

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Recent Posts

  • Your reviews have landed us a spot in the Telegraph
  • 10 fascinating and unusual museums in the UK
  • Are you supporting a loved one? You might need a Lasting Power of Attorney to act
  • How the value of your estate affects a key Inheritance Tax allowance

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

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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.

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