Watermark Wealth Management Limited
Financial Services • 
Burnham-on-Sea, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | Manor Road, BURNHAM-ON-SEA, Somerset TA8 2AS, GB |
| Phone number | +448210691 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Mortgages, Pensions, Trusts, Wealth Management, Shareholder Protection, Inheritance Tax, Exit Planning, Financial Planning, Corporate Advice, Family Protection, Auto-Enrolment, Retirement Advice, Building Business Value, Sipp & Ssas, Wills & Epas, Keyman Retention, Tax Efficient Profit Extraction |
| Founded | 1990 |
| Employees | 11-20 |
| Socials |
Key Contact at Watermark Wealth Management Limited
Mark Woods
Director & Wealth Manager
Watermark Wealth Management Limited Email Formats
Watermark Wealth Management Limited uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@wwm.ltd), used 81.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@wwm.ltd | 81.8% |
{first initial}.{last name} | j.doe@wwm.ltd | 18.2% |
About Watermark Wealth Management Limited
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.
Watermark Wealth Management Limited revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Watermark Wealth Management Limited has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Watermark Wealth Management Limited has never raised funding before.
Watermark Wealth Management Limited Tech Stack
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