Waterside Wealth

At Waterside Wealth, we recognise the importance of our role in providing financial planning services, which goes beyond the mere execution of essential financial planning tasks required by the highly regulated environment within which we operate. Our mission is to create a financial planning practice that is engaging and personalised, prioritising the building of strong, enduring relationships with our clients. We are deeply committed to taking personal ownership of the delivery of positive financial outcomes for the individuals and families we serve.

About Our Service

Our core purpose revolves around helping our clients achieve the future they desire. Our financial planning service is tailored to the specific needs of our clients, providing them with the most expert and unbiased advice to enable them to make well-informed decisions regarding their strategic financial planning. We focus on all areas of financial planning for our clients, dedicated to delivering consistently positive outcomes in both the present and the future.

About Us

*Mark Alghita*

I have served as a financial adviser since 1997 and currently hold a degree in Finance & Accountancy. My role within Waterside Wealth is advising clients and managing the practice. I am a dedicated family man, married since 2007 and am a proud father to two young daughters. In my leisure time, I enjoy golf and running.

*Dianne Brackley*

I have been supporting Peter Riches and the Waterside Wealth team by providing administrative assistance since 2012. My current responsibilities include managing Mark Alghita's appointment diary, handling the administration for annual client reviews, and offering assistance to resolve any questions you may have. Outside of work, I cherish my time with my grandchildren and volunteer for various community organisations.

About Our Company

Waterside Wealth is registered at the address 4 Taplow Quay, River Road, Maidenhead, Berks, SL6 0AB with the registration number 5835762 in England and Wales. We are authorised and regulated by the Financial Conduct Authority (FCA) with the FRN 454764.

We are proud to uphold the highest standards of client privacy. Personal data provided by our clients is subject to General Data Protection Regulations (GDPR), with clients consenting to the processing of their personal and sensitive personal data for the purposes of financial advice, administration, and management. We may be required to share personal data with companies outside of the European Economic Area for providing services; in these cases, we take necessary steps to protect data privacy.