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Watermark Financial Planning, Swansea - For the Flow of Wealth

We provide wealth management and financial planning services throughout the UK, tailored to the needs of our clients.

http://www.watermark-financial.com/

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CONTACTS AT WATERMARK-FINANCIAL.COM

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We provide wealth management and financial planning services throughout the UK, tailored to the needs of our clients.
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Watermark Financial Planning, Swansea - For the Flow of Wealth | watermark-financial.com Reviews

https://watermark-financial.com

We provide wealth management and financial planning services throughout the UK, tailored to the needs of our clients.

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1

Disclaimer - Watermark Financial Planning

http://www.watermark-financial.com/disclaimer.asp

What Do We Do? Decisions should not be take solely on the content of the website and individual advice should be sort first. Regulations, levels and bases of taxation are subject to change. Viruses such as ‘We use up-to-date malware checkers’, but due to content on the internet, you are advised to run your own checkers. Investments, Savings and Inheritance Tax. The State Pension alone will not be enough to ensure a comfortable retirement so it is worth reviewing your options as. Soon as you can.

2

Investments, Savings & Inheritance Tax - Watermark Financial Planning

http://www.watermark-financial.com/investments-savings-and-inheritance-tax.asp

What Do We Do? Investments, Savings and Inheritance Tax. We understand that every investor is unique and investments can be complex, which has led us to develop a highly innovative approach to investment. As Independent Advisers we are not tied to any products or providers. We invest time researching the whole of the ever-changing market place enabling us to create your bespoke investment portfolio. Your wealth might encompass businesses, property and investments in the UK and abroad. And not the tax man.

3

Retirement Planning - Watermark Financial Planning

http://www.watermark-financial.com/retirement-planning.asp

What Do We Do? The State Pension alone will not be enough. To ensure a comfortable retirement so it is worth reviewing your options as soon as you can. A good retirement investment strategy starts with a longer-term approach. This usually begins with more adventurous investing to build growth. And then moves into less risky options to safeguard that growth. As the planning nears its end. Through our bespoke retirement planning services, we aim to produce the best return on your investments,. We understan...

4

Mortgage Planning - Watermark Financial Planning

http://www.watermark-financial.com/mortgage-planning.asp

What Do We Do? Investing in a property is often the biggest single investment you can make which is why choosing the right mortgage is paramount. At Watermark we provide expert advice and guidance in all areas of property funding including residential mortgages, re-mortgages and buy to let mortgages. In general, Buy to Let Mortgages are not regulated by the Financial Conduct Authority. Investments, Savings and Inheritance Tax. Soon as you can. From protecting your business to safeguarding your families f...

5

Protection Planning - Watermark Financial Planning

http://www.watermark-financial.com/protection-planning.asp

What Do We Do? The implementation of a robust wealth protection strategy. Is equally as important as a wealth creation strategy. Watermark offers solutions to protect you and your estate. Helping to ensure your financial goals are met and your family and children are protected. If your business partner was too ill to work or died suddenly, our services can help prevent majority shares ending up in the wrong hands. When was the last time you reviewed your protection plans? Whole of life assurance. From pr...

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Watermark Financial Planning, Swansea - For the Flow of Wealth

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