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News

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

7 tips for living longer healthily

Not so long ago, the stereotype of old age focused on the negative. Perhaps facing illness or struggling to leave the house. Today, that’s not the reality for…

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Insurance: Why are we more likely to protect pets and possessions than ourselves?

Did you know that people are twice as likely to insure a pet than they are to take out protection for themselves? It’s a decision that could leave…

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Why financial planning is important for Generation X

Generation X is likely to be facing big life and financial decisions. Yet, only a small portion is working with a financial adviser to ensure their future is…

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The clever tactics criminals use to scam you

Criminals are coming up with increasingly sophisticated ways to get you to hand over your money. From fake calls purporting to be from HMRC to emails claiming you’ve…

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Recent Posts

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  • Business owners: Selling your business isn’t the finish line
  • 2 upcoming ISA changes you should be aware of
  • Why updating your cashflow model is essential for staying on track

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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