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About us

Watermark Financial Planning is headed by a team of two directors with over 30 years combined experience within the financial industry. Sector experience includes independent financial services, private banking and high street banking.

Watermark’s head office is based in Swansea with further offices in the historic towns of Henley-in-Arden (Warwickshire), and Chepstow (Monmouthshire). These are ideal for client meetings, providing a relaxed, peaceful environment in which to discuss client requirements.

Watermark’s success is based on the belief that each client’s financial needs are individual to them, and that these requirements should be met through bespoke financial advice and planning. Our client portfolio is built primarily on recommendations from individuals and business professionals and this continues to be a major source of new clients.

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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