Waymarker Financial

Waymarker Financial provides highly personalised face to face financial planning to private and corporate clients in the Defence & Security industry, the Armed Forces and to Veterans.  Our staff are all former service personnel – selected for their service based values and standards.  We maintain in date security checks and as representatives of St. James’s Place we have the institutional strength of a FTSE 100 and our advice is guaranteed.*

We provide a broad retirement, investment, protection and estate planning service.  For businesses, we provide tax-efficient solutions to extract profit, manage capital from a business sale and protect owners, employees, shareholders and business loans from the unexpected.  We provide access to a cash management platform to maximise interest and reduce risk.  We provide employee benefits to help you attract and retain your staff.  For the Armed Forces, we deliver drop in clinics, financial awareness training events and support to unit and associations non-public fund Managing Trustee’s.

Based in Herefordshire with a client base across the UK, our service begins with a no-obligation and confidential financial review.

Waymarker Financial is an advocate of the Armed Forces Covenant and Employer Recognition Scheme and is also a supporting partner of the 3 Counties Defence & Security Group (3CDSG). Please speak to us if you want to know more about the AFC, ERS or 3CDSG.

Waymarker Financial is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Waymarker Financial is a trading name of Richard Hopkins.

*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.