Welcome to Watermark

Fresh Thinking Financial Planning

Your life, your money, your choice

We provide wealth management and financial planning services throughout the UK, tailored to the needs of our clients.

Simon Jones MBE joins Watermark Financial Planning Financial Advice & Planning Investments & Savings Retirement Planning Mortgage Planning Protection Planning Inheritance Tax Planning
Investments, Savings & Inheritance Tax

Investments, Savings & Inheritance Tax

We understand that every investor is unique, you want your savings to work for you and when it comes to passing on your assets, you want your loved ones to receive your wealth, not the tax man

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Retirement Planning

Retirement Planning

The State Pension alone will not be enough to ensure a comfortable retirement so it is worth reviewing your options as
soon as you can.

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