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News

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

Protecting your business: Why business wills are important

We all know how important it is to have a will in place to ensure assets are passed on to loved ones in a way that aligns with…

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2 top reasons why you shouldn’t just follow exciting investment fads

How many times have you heard or read about a particular stock that you should invest in? It can be tempting to follow exciting investment fads, but there…

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Have a child? Here is how to build a really robust education fund

The cost of education can be expensive and if you have a child, it’s natural to want to give them opportunities to thrive, whether that’s attending a private…

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Thousands will run out of money in retirement, will you?

Saving into a pension and accessing it comes with a lot of challenges as you need to think about how much income you need throughout retirement. Research from…

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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

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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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