Watermark Wealth Management
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- Manor House, Manor Road, Burnham-on-sea, Somerset, TA8 2AS
Number of Employees
- ✔No. of Financial Advisers: 5
- ✔No. of Employees: 14
DREAM, PLAN... LIVE!
The key to a great life is how you live it
By focusing our people and technology towards your goals, we can help you achieve them.
Our strategies are tailored, robust, monitored and sensitised to market shocks and lifetime events allowing our clients to focus on what matters to them.
Criteria
- ✔ Min Pension Fund Level: £150,000
- ✔ Min Wealth Fund Level: £300,000
Fees
We have several ways we can be paid:
Investment and pensions work:
Initial fees between 0.60% to 2.4% depending on client portfolio value and complexity of their needs.
Project based work is usually based on hourly rates to calculate a maximum fixed fee.
Inheritance Tax Planning and family Trusts - either of the above.
Ongoing advice fees are again dependent on the size of funds under advice and the complexity.
- ✔ Initial Fees as % of investment:
- 0.60-2.40%
- ✔ Ongoing Fees as % of investment as annual charge:
- 0.40-0.80%
Social Media
Watermark Wealth Management is based in Burnham-on-sea, has 4 financial advisers in Financial Services. Watermark Wealth Management is registered with the FCA (registration number: 828533). You can check the firm registration with the FCA here.
Watermark Wealth Management are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Equity Release
- ✔ Wealth Management
- ✔ Life Insurance
- ✔ Insurance
- ✔ Commercial Insurance
- ✔ Debt
Directions to Watermark Wealth Management from the Motorway
- From the M5 motorway:
- At Junction 17, take the exit for Cribbs Causeway/A4018, leading towards Bristol (West).
- Upon reaching the Cribbs Causeway Interchange, take the fourth exit onto Merlin Road.
- Continue onwards to Exit 17, following signs for Avonmouth/M5.
- Merge onto the M5 motorway.
- At Junction 22, take the A38 exit leading towards Highbridge/Burnham-On-Sea.
- Upon reaching Edithmead Roundabout, take the second exit onto road B3140.
- At the subsequent roundabout, take the second exit which leads onto Love Lane/B3140.
- Finally, at the following roundabout, take the second exit onto Manor Road/B3140.
List of advisers under Watermark Wealth Management:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.