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News

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

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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A man watering plants.
The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth

Financial planning can help you to reach your life goals, and give you and your loved ones security and peace of mind. Over the next few months, you…

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Breaking news: Your reviews mean we are Top Rated

We are very proud to announce that Waymark Financial is included in the VouchedFor 2024 Top Rated Firm list for the fifth year running. In addition to the…

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Recent Posts

  • 6 life insurance myths homeowners should know
  • 7 simple ways to manage stress in a busy world
  • The power of pension tax relief and how it could boost your retirement income
  • How a financial plan could help you feel in control following a divorce

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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