Watermark Wealth Management is a trusts, investments, pensions and equity release specialist based in Burnham on Sea, Somerset.

The firm was originally part of Watermark Financial Solutions Limited which in January 2013 took the decision to separate the financial advice and the investment management sides of the business.

Today Watermark has five advisers with clients across the country. The firm offers holistic, independent, and whole of market financial planning services to individuals and businesses.

Watermark has built a reputation among fellow professionals for providing excellent standards of independent financial advice and service to clients.

I find Watermark a delight to deal with. Every call to the office is always answered by your staff in a cheery and friendly way but also I’m dealt with in a professional and respectful manner. I really enjoy and value this. I also appreciate the regular information and updates that your Independent Financial Advisers provide.

Whilst I haven’t been able to come to the office for sometime I know that Watermark Wealth Management is accessible if and when I need them. This is a great comfort to me.

Beverly, Taunton

Watermark Wealth Management is a trading name of Fairstone Financial Management Ltd.

Services

Whatever your circumstances and your financial goals for now and the future, our advisers can help you to plan to ensure that you meet those aspirations.
Whether you're looking to invest, assess your pension or buy a new home, we are on hand to support you and your family, helping you to make the most out of your money.