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News

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

Should you stop pension contributions if you’re approaching the Lifetime Allowance?

If you’ve been saving into a pension throughout your working life, you might be closer to the Lifetime Allowance than you think. Going over the threshold could mean…

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The pros and cons of purchasing an Annuity at retirement

Since Pension Freedoms were introduced in 2015, more of us are choosing to access our pensions flexibly when we reach retirement. With greater choice, the number of retirees…

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10 signs it’s time to get financial advice

How often do you wake up with the intention of getting financial advice as your number one priority? For almost everyone, the answer is never. Rather, the urge…

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Six reasons to write a will even if you think you have nothing worth inheriting

61% of UK adults do not have a will in place, according to Which?.  A fifth of those say they have not written a will as they have nothing…

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Recent Posts

  • Think cash is king? It might be time to review your mantra
  • The decumulation dilemmas you might need to overcome when you retire
  • 4 times you might want to review your financial plan
  • The power of visualising your wealth: From cloth to cashflow modelling

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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