Peter Lynn and Partners are an efficient company. They process any queries we have quickly. I have and will continue to recommend them.
Company Comment:Thank you for your comments, Mark
Name:Mark Sansum
Job Title:Owner
Sector:Commercial and Personal Financial Advisors
Company:Watermark Financial Planning
Service(s) Provided: Commercial Law, Commercial Real Estate (inc. Landlord and Tenant) Law, Conveyancing, Corporate Law (M&A), Landlord and Tenant Law, Financial advice

Description: Watermark Financial Planning cover all of South Wales from their 3 offices. They rely on Peter Lynn and Partners for up to date legal advice.

Client: Watermark Financial Planning     Supplier: Peter Lynn & Partners
Watermark Financial Planning
Tel: 01792 202332


About Watermark:

Watermark Financial Planning has been at the forefront of the financial sector in South Wales since their inception. Led by Directors Mark and Maria Sansum, the pair bring their wealth of experience in the industry to clients from all walks of life to provide honest, helpful and independent advice regarding all aspects of finance. Whilst their Swansea head office provides a base for the business, their branch openings in Chepstow and Henley-in-Arden offer ideal environments for new and existing clients to discuss their requirements and hear expert recommendations.

Why did Watermark need Peter Lynn’s advice?

The company delivers a range of bespoke solutions that have been specifically tailored to their clients’ needs. As a result the Watermark team offer an extensive list of products and services, including investment, savings and inheritance tax; retirement planning; and protection planning. Services and products in these areas however wouldn’t be possible without legal assistance, here Mark reveals more about how enlisting Peter Lynn & Partners was the only logical choice…

How did Peter Lynn help Watermark?

 “Whilst we have utilised the services of other legal firms in the past, Peter Lynn & Partners has long been our preferred partner and I tend to turn to Peter and his team first in preference. As a company we need legal assistance on a regular basis and having an expert to turn to regarding the latest legislation and regulations across all areas is important. We have enlisted Peter Lynn & Partners to advise and assist with everything from wills to complex commercial contracts, and as well as demonstrating an unrivalled knowledge in comparison with previous suppliers, it’s their personal service that really counts.

The partners at the firm and the wider team are very quick to respond signalling a company that is small enough to care but big enough to cope with all demands. If we ever need any legal advice we can simply pick up the phone and talk through our problems with them directly, a process that gives us advice there and then rather than in X amount of working days. When it comes to dealing with issues, Peter and his team take a clear and succinct route and we regularly use them as a sounding board for advice regarding ideas and issues.

What would you say to someone thinking of using Peter Lynn’s services?

Throughout our time within the financial sector, we have discovered that finding a firm where you can easily talk to the partners is extremely rare but with Peter Lynn this comes as standard. For anyone searching for an all-round service that they can trust and rely on in good times and bad, Peter Lynn & Partners is the legal firm for them. I would have no hesitation in recommending them to other companies within our own sector and beyond!”

Watermark Financial Planning
Tel: 01792 202332