About Us

Watermead Financial Ltd is based in the village of Thurmaston, Leicestershire and established in 2001 with 4 Independent Financial Advisors. Between them the company has around 60 years' experience of providing tailored financial advice to both existing and new clients. Watermead Financial Ltd also has a full-time mortgage adviser.

As Independent Financial Advisers, we can help existing and prospective clients achieve their financial goals. This can be to both the individual and corporate clients whether existing or prospective and with simplicity.

We represent our client’s interests in establishing solutions to achieve their financial objectives by not just accessing the whole marketplace but also working alongside their other professional advisors i.e. Accountants and Solicitors – a truly independent approach.

Once we have provided a solution(s) this is just the beginning. Our approach is to work closely with you, our clients, over the coming months and years to ensure our recommendations continue to meet your goals and objectives.

Watermead provides advice to include:

* Life Insurance
* Critical Illness
* Private Medical Insurance
* Long Term Care
* Equity Release **
* Individual & Directors Pensions – SSAS & SIPPs
* Inheritance Tax Planning
* School & University Fees Planning
* Investment Advice
* Residential & Commercial Mortgages
* Business Protection / Key Person & Directors   (Partnership) Share Protection
* Will Making Services.

Your home may be repossessed if you do not keep up repayments on your mortgage.

**This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.

For arranging a mortgage or re-mortgage, Watermead Financial Ltd charges a minimum fee of £500.00 or up to 1% of the total amount borrowed whichever is the greater.

Watermead Financial Ltd is an appointed representative of Sesame Ltd, which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (www.fsa.gov.uk/register) under reference 150427.

The FSA do not regulate some forms of mortgage, equity release, tax planning, long-term care and will writing.