July 2023 by Andrew Grant
Both Tracy and Tony were efficient, professional and supported me well throughout the process and I would have no hesitation in recommending them to othersWell done Watermark much appreciated
April 2023 by david blackborow
Trusted Watermark Wealth Management to bring together all my pension plans from various other companies and in return Watermark provided me with a much simpliar route to early retirement.
April 2023 by Adrian Whyle
Outstanding client relationships; efficient courteous and informed. To the financial layman they make this complex field of fincial management easy to understand. I found WMM through the personal recommendation of a friend and do not hesitate to do the same.
November 2022 by Jay Jay
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.
October 2022 by Paul Fallows
Peace of mindWe have been investing for a number of years initially we tried 4 different financial advisors , who after we had areed to invest through them we then heard practically nothing. Mark and his team are quite the opposite. They have always kept us well informed. I know that Mark and his team are constantly working to maximise our investments and save on the cost's. I do feel we can trust Mark and that gives us peace of mind
August 2022 by Ross Mckechan
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.
August 2022 by Angela Murphy
Very professional. I'm kept up to date regularly. Highly recommend for any financial advice and support.
April 2022 by Thelma Freddie Jamie
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March 2022 by Stephen King
Good works really deserves good recommendation, I appreciate the effort of mrs charlotte wayne for helping me work from home despite being quarantined. Profits been made weekly as she promised, i invested $500 and now making $6,500 weekly, All thanks to her, wouldn?t have been easy during this lock down she made me and my Family smile, Send her a DM and thank me later WhatsApp Number: +39 351-093-7250 Email:
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I risked my $1000 thinking it would not work, with no confidence I was so surprised when I checked my forex trading account and unbelievable I made a profit of $14,000.00 this is unbelievable I couldn't believe it myself and all glory to God for bringing MRS charlotte wayn to me very deligent and straight forward in her work, I really appreciate her...
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[email protected]March 2022 by Richard Coombs
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.
March 2022 by Stephen Davey
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!
October 2021 by David Sleeman
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.
September 2021 by Gilly pereira
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.
August 2021 by Clive Mathews
We moved our investment portfolio to Watermark 12 months ago. Our whole experience from establishing our needs, agreeing short and long terms objectives and implementing agreed plans, was carried out with the utmost professionalism and care.Mark Woods has an excellent team behind him and in all our dealings, we have found everyone to be knowledgeable, communicative and very nice people to work with. There is a clear set of values and an excellent culture throughout the business.We are delighted to have joined the Watermark family.
