In their own words:
We exist so that you can live your life in the knowledge that your financial future is secure, whatever happens.
Watermark Wealth Management is a firm of Independent Financial Advisers based in Burnham-on-Sea, Somerset that is committed to delivering the highest quality independent financial advice together with structured investment/wealth management solutions to retail, corporate and private clients.
Show moreIndustry: Financial Services
Company Specialties: ['Financial Planning', 'Wealth Management', 'Investments', 'Pensions', 'SIPP & SSAS', 'Inheritance Tax', 'Wills & EPAs', 'Trusts', 'Family Protection', 'Mortgages', 'Corporate Advice', 'Tax Efficient Profit Extraction', 'Keyman Retention', 'Shareholder Protection', 'Auto-enrolment', 'Building Business Value', 'Exit Planning', 'Retirement Advice']
Company Type: Privately Held
Headquarters: {'country': 'GB', 'fullAddress': 'Manor Road, BURNHAM-ON-SEA, Somerset, TA8 2AS, GB', 'locality': 'BURNHAM-ON-SEA', 'postalCode': 'TA8 2AS', 'region': 'Somerset', 'street': 'Manor Road'}
Founded: 1990
Email: [email protected]