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News

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

A grandfather and granddaughter on an autumn walk.
7 practical ways to beat the winter blues

As the nights draw in, it’s normal to want to spend more time indoors where it’s warm. However, if it affects your mood and motivation, you could be…

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A person filling in paperwork.
How to help you family manage your affairs when you pass away

Planning for your death can be emotionally difficult, but it could be a huge help to your loved ones. Waymark has had recent firsthand experience sadly. Research suggests…

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A couple walking in a park and pushing a bike.
5 valuable reasons planning with your partner could cut your tax bill

Households are paying more in taxes, research suggests. At a time when high inflation may be affecting your outgoings, finding ways to reduce your tax bill could be…

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A man reading a newspaper.
4 annuity myths that could mean you’re missing out on security in retirement

Annuities could provide you with income security in retirement. Despite this being a common goal among many thinking about their future, misconceptions may mean retirees are overlooking annuities. …

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Recent Posts

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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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