Watermark Wealth Management Limited - Burnham-on-Sea

Stephen D.

Mark and his team at Watermark are impressive – and good value. We have worked together over the last 10 years on important decisions about housing, investment and retirement. We (my partner and I) have had good advice along the way and Mark has become one of that rare breed – a trusted advisor. He is transparent about how he charges and passionate at explaining how his work adds value. I’m also impressed by the way in which he talks about and develops the skills of his team. Yes!

Ross M.

From the start, James at Watermark was professional, informative and very clear with our options for life insurance, making it easier for us to understand. He was thorough, diligent and communicated with us really well. He actively searched for the best products available to ensure they matched our financial needs, which he then presented clearly, helping us to make the best decision for us. He provided a high-quality service and we would highly recommend James and Watermark Wealth Management.

Gilly P.

Having been a client with this company now for many years, I have nothing but praise for the excellent & professional service I have received. Any enquiries are answered promptly, every decision is taken with due care and diligence and nothing is too much trouble.
Mark Woods is an outstanding advisor, with a superb team alongside him. Trust is so important in any relationship, personal or professional and I can assure prospective clients that this features highly in my regard for watermark wealth management.

Thank you watermark for looking after my own & my mother’s affairs so efficiently over the years, we are very grateful for the personal service we have received.

Peter G.

Becoming clients of Mark Woods of Watermark was for us an amazing and fortuitous life event .We were always keen investors but had no clear direction and were just marking time .Our Portfolio was literally scattered in various different files and boxes . We were then introduced to Mark Woods of Watermark who carefully reorganised and restructured our entire portfolio and we have never looked back .
Over the last 15 years Mark has carefully steered us through the many ups and downs in the financial world . We have entrusted Watermark with our entire Portfolio of investments including pensions ,trusts and also with inheritance tax planning . We simply leave everything to Mark and his brilliant team . With incredible expertise available throughout Watermark and complimented by the use of Discretionary Fund Managers our investments are actively managed on a daily basis giving us complete peace of mind particularly during the inevitable more challenging times when their foresight and dynamic management are highlighted.
We have complete confidence in Watermark .Everything is carried out in a friendly, professional and empathetic manner .
They always listen and their responsiveness is outstanding.
Our experiences with Watermark have engendered and inspired an aura of complete trust and confidence .
Mark and his team at Watermark are the epitome of Professionalism and Integrity .
They are always ahead of the game always striving to improve every aspect of their remarkable Company and are truly exceptional in every respect .

Jay J.

Whilst I was inexperienced in dealing with pensions & investments; James at Watermark was able to explain the financial implications and clarify the options for me. It was a professional and personalised service that took account of my early retirement plans and family situation.
The financial products he researched on my behalf led to me being able to select a plan that combined my various pensions into one pension pot. This has made things less complicated for me. At the annual reviews with James, I gained a clear picture of how well my investments are performing as he was able to explain the figures and trends for me.
I would highly recommend Watermark Wealth Management to anyone facing e decisions about their pension arrangements and investments.

Dean P.

I've been a customer of Watermark for several years and just taken the step of moving most of my pension funds to them. Their advice has been well evidenced and balanced and their charges circa half that of an alternative large company I considered. What is particularly impressive is their customer service; I have 24/7 access to my financial updates on-line and any instructions I give are actioned immediately. Very happy to recommend Watermark and delighted with their advice, experience and service.

David S.

I always find it a positive experience when I contact Watermark. The phone is always answered promptly with a cheerful greeting, this makes me feel valued as a customer. My questions are always answered leaving me assured that my wishes will be dealt with. Advice is always pertinent and up too date. This is a company that you can trust, one that has high professional standards and staff that work to that standard. If you are looking for financial advice contact Watermark, you will not be disappointed.

Richard C.

We have been clients of Watermark for many years. Mark’s advice has been invaluable and very easy to understand. Mark has helped us to consolidate our pensions and investments to suit our needs. A bespoke service from an experienced and friendly team.