Watermark Wealth Management
Watermark Wealth Management is a financial planning firm that provides advice and strategies to clients regarding their financial future. They focus on client needs and aim to establish long-term relationships.
- Investment Advice
- Retirement Planning
- Tax Mitigation Strategies
- Personal Financial Planning
- Corporate/Business Planning
Locations
Digital Popularity
Social Media
LinkedIn131 Followers
Competitors
Stephen Elvin Wealth Management provides independent financial advice, specialising in pensions, investments, protection, mortgages, and inheritance planning.
Company Details
Watermark Wealth Management is operated by Watermark Wealth Management Limited and is a Active company incorporated on 11 September 2012 with the registered office located in Burnham-on-Sea, Somerset. Watermark Wealth Management Limited was registered 13 years ago.
Status
Active
Size
Small
Directors
2
Age
13 years old
Employees
15
Turnover
Unreported
Total Assets
£822.6K
Cash in Bank
£368.19K
Total Liabilities
-£86.66K
Teams
8
5
1
1
1
Director & Wealth Manager • Joined Oct 2017
Operations Manager • Joined Mar 2021
Admin Support • Joined Feb 1999
Chartered Financial Planner • Joined Jan 2021
Paraplanner • Joined Sep 2020
Financial Advisor • Joined Apr 2013
Retired • Joined Jan 2004
Independent Financial Adviser • Joined Jan 2025
Chartered Financial Planner • Joined Jan 2021
Paraplanner • Joined Sep 2020
Financial Advisor • Joined Apr 2013
Retired • Joined Jan 2004
Independent Financial Adviser • Joined Jan 2025
Operations Manager • Joined Mar 2021
Admin Support • Joined Feb 1999
Director & Wealth Manager • Joined Oct 2017