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News

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

A woman signing some paperwork
8 things to do to give your finances a spring clean

As you start to put winter behind you, you may be thinking of giving your home a spring clean or the projects you want to take on over…

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ESG investing: Understanding the jargon when making investment decisions

Have you considered investing in a way that reflects your values, but have been baffled by the jargon? If so, you’re not alone in being confused by the…

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Half of investors admit to making impulsive, emotional decisions, and many go on to regret it

While investment decisions should be based on facts, many investors find their decisions are sometimes influenced by emotions. Whether you’re excited about an investment opportunity, or worried about…

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Our client survey results are in

As you will have seen, we sent out a client survey to gain an insight into your thoughts and feelings about our service. As promised, we’re sharing 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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