Services - Watermead Financial Limited

Personal Independent Financial Advice

Expert Financial Advice to Secure Your Future

Whether you're planning for retirement, growing your investments, or protecting your family’s future, we’re here to help. Get expert, independent advice tailored to your needs—reach out today!

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Service

Saving and Investing

As Independent Financial Advisers we provide tailored investment strategies, to grow your wealth, manage risk, and achieve financial goals with expert, unbiased advice.

Personal Insurance

As Independent Financial Advisers we provide expert guidance on life, critical illness, and income protection insurance, ensuring financial security for you and your family.

last will and testament

We can also help you help create a Last Will and Testament, ensuring assets are distributed smoothly and wishes are carried out effectively.

Mortgage Advice

As Independent Financial Advisers we offer expert mortgage advice, helping clients find the right deals, navigate lenders applications, and secure the best terms.

Tax Planning

As Independent Financial Advisers we help you, navigate tax and estate planning, protect wealth, minimize taxes, and ensuring a smooth transfer to future generations.

Care Funding

As Independent Financial Advisers we help you plan for care home fees, protect assets, manage costs, and ensuring long-term financial security.

Retirement Planning

As Independent Financial Advisers we help clients build, manage, and access pensions, ensuring a secure retirement with tailored strategies for long-term financial stability.

Lifetime Mortgages

As Independent Financial Advisers we provide expert guidance on lifetime mortgages, helping you access cash from your biggest asset - and pointing out when you shouldn't!

School Fee Planning

As Independent Financial Advisers, we help plan school fees with sustainable funding through savings, investments, and tax-efficient plans.

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Let's Talk

A quick chat could be the first step toward financial confidence. Book your free consultation today.

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How We Work

01. Fact finding

We find out everything there is to know about your existing finances, your resources, your objectives and your goals.

02. Advice

After we understand what you have, & what you want to achieve we will provide advice on how to achieve your goals

03. Implementation

Once you understand and agree with our advice we will deal with all the admin on your behalf, to get you to your goal ASAP

04. Review

Life changes, plans need to be adaptable. With this in mind where appropriate we will agree a review schedule with you.

Free Consultation

Your Money, Your Way

Financial planning built around you. Let’s talk—free and with no obligation.

Important Information

This site is intended for UK customers only.

The value of investments can go down as well as up and any past performance is not a guide to future returns.

Your home or property may be repossessed if you do not keep up repayments on your mortgages.

The Financial Conduct Authority does not regulate some aspects of buy to let mortgages and secured loans.

You may have to pay an early repayment charge to your existing lender if you remortgage.

The Financial Conduct Authority does not regulate taxation and trust advice or will writing.

The Financial Conduct Authority does not regulate financial planning