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News

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

Wealth v strategy: Why a financial plan is essential

Building wealth without a financial plan may be like searching for a destination without a map. You might miss the most efficient route, take an unnecessary detour, or…

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How to manage lifestyle inflation to keep your long-term goals on track

Like inflation, lifestyle inflation could affect your finances, and you might not be aware of the effects straightaway. Find out how it might impede your ability to reach…

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Your reviews have helped us become a Top Rated Firm

We’d like to say a huge thank you for the reviews you’ve left us on VouchedFor. Your reviews mean we are VouchedFor Top Rated for the seventh consecutive…

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Big Ben
Your Spring Statement update – the key news from the chancellor’s speech

Just over three months after her lengthy Autumn Budget, chancellor Rachel Reeves has addressed the House of Commons and delivered the government’s 2026 Spring Statement. Ahead of the…

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Recent Posts

  • Your 2026 Autumn Budget update and what it means for you
  • Is overpaying your mortgage the right financial move?
  • Business owners: Selling your business isn’t the finish line
  • 2 upcoming ISA changes you should be aware of

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 directly authorised and regulated by the Financial Conduct Authority (FRN 1049814).

Registered office 34 Lime Street, London, EC3M 7AT. Registered in England and Wales 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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