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News

Read the latest news, blogs and thought pieces from the Waymark team.
Please note that it is highly unlikely that it would be in your best interest to transfer your defined benefit scheme.

The ultimate guide to National Savings & Investments

Introduced over 150 years ago, National Savings & Investments (NS&I) aimed to encourage a culture of saving. With NS&I products your money is 100% secure and the products…

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6 things to avoid when accessing your pension

Thousands of retirees access their pension every year. However, it can still involve making many challenging decisions. How should you access your savings? What is a sustainable annual…

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What you need to know when topping up your State Pension

Figures show a huge surge in the number of people making voluntary National Insurance contributions to top up their State Pension record. It could help you increase your…

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Why talking about money is important

November marks Talk Money week, an initiative that aims to encourage more people to talk about their finances. In the UK, personal finances can be something of a…

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Recent Posts

  • The ultimate guide to National Savings & Investments
  • 6 things to avoid when accessing your pension
  • What you need to know when topping up your State Pension
  • Why talking about money is important

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
"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 Blemkin 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 Schluter 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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Waymark Financial Limited
Becket House
36 Old Jewry
London
EC2R 8DD

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Phone

0203 427 3205

Email

info@waymarkfinancial.co.uk

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Waymark Financial Limited is an appointed representative of Beaufort Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority. You can find Waymark Financial Limited on the FCA register by clicking here. Registered office Becket House, 36 Old Jewry, London, EC2R 8DD. Registered in England and Wales company number 07700260.

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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