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News

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

A doctor looking at the results of an MRI scan.
The essentials you need to know about critical illness cover

If you face a serious illness, it could place pressure on your finances and mean you’re not able to focus on what’s most important – your health. Yet,…

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A man walking on a log.
How to beat the potential harmful effects of “loss aversion” on your wealth

“Loss aversion” is a type of bias that could affect how you manage your finances. It’s a concept that was developed by renowned psychologist Daniel Kahneman, who won…

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A man teaching his grandson to read a bike.
Will disputes are on the rise. Here are 7 pragmatic steps you could take to minimise conflicts

A will is an important way of outlining what you’d like to happen to your assets when you pass away. Yet, figures suggest will disputes are on the…

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A couple after arguing sitting apart from each other.
How to make the unexpected part of your financial plan

When you set out how to reach your financial goals, you might think about the steps you need to take. Just as important could be considering how the…

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Recent Posts

  • Your Autumn Budget update, and what it means for you
  • How taking part in International Volunteer Day could redefine wealth
  • 3 steps you can take to financially prepare for illness
  • The difficult but important estate planning conversations to have with your family

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

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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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