The team at Watermark have all worked extensively in the finance sector and bring a wealth of combined experience from investments and taxation through to banking and independent financial services.
With a head office in Swansea and further offices in the historic towns of Chepstow (Monmouthshire) and Henley-In-Arden (Warwickshire), we offer a relaxed, discreet environment in which to discuss your requirements and take pride in the fact that our business grows from the recommendations of existing clients.
We believe that the right relationship support can help you think differently. Successful outcomes are built on mutual trust and effective communication.
Once we fully understand you, your goals and ambitions, we will construct a tailored financial plan, awarding you the reassurance of knowing where you’re heading financially. We will guide you through the opportunities and challenges you may face and support you along the way.
You are dealing with a financial planning firm that is passionate about what it does and how it delivers that service to you. Financial planning is about helping you piece together your personal financial jigsaw to optimise your choices and potential.
Our approach goes beyond traditional financial planning by keeping the focus on your ideal life, giving you complete clarity, confidence and control. We believe that anything is possible when you have clarity of vision.
Our advisors continually strive to perfect an exceptional service which we are extremely proud of and the trust clients place in us, is an honour we work to uphold every day.
We are here to improve our clients’ lives by bringing a comfort and understanding to the financial decisions and choices they make every day.
We all know that financial planning is essential, but with the hectic pace of everyday life it can be hard to carve out the time needed to do it justice. We’re here to help. To help you manage your money now, and in the future and even help you plan for your loved ones in the long term. We’re devotees to the financial planning cause, with an excellent track record of success and satisfaction for our clients.
So if you want to shift the status quo to a more vibrant and dynamic wealth management partnership then please get in touch and we can create the ideal plan for you future.
We will ensure you have complete peace of mind in knowing your future lifestyle is secure. Life Wealth is about helping you plot a course for the future, preserving your financial strength and making clearer, more informed choices.
When you make better choices, you can have the financial life you want. It’s not about products, it’s about you and the life you want to lead!
Meeting with you, gaining an understanding of your circumstances , lifestyle, hopes and aspirations will help us to protect you against the unexpected twists and turns which life can throw at you.
Our team brings a wealth of experience from the financial services sector.
Whatever you want to do next, we can help you manage transition. Contact us today.
