Mark Sansum - Financial Adviser

Mark is a highly respected Financial Planner and was the founder of Watermark Financial Planning Limited, a successful UK-based financial planning firm, before taking the business forward through True Potential Wealth Management. With over two decades of experience in the industry, he has built a reputation for providing his clients with expert financial advice and guidance, helping them to achieve their financial goals and secure their financial futures.

Mark’s journey in the financial planning industry began in the late 1990s when he started working as an Independent Financial Advisor. He quickly realised the need for a more personalised and client-focused approach to financial planning, which led him to start Watermark Financial Planning in 2005.

Since then, Mark has been dedicated to providing his clients with customised financial solutions tailored to their individual needs and goals. He believes in building strong, long-lasting relationships with his clients, helping them to navigate complex financial landscapes and to make informed decisions about their money.

Mark holds several professional certifications, including the Advanced Diploma in Financial Planning, and is a member of several professional organisations, including the Chartered Insurance Institute and the Personal Finance Society.

Mark has helped countless individuals and families achieve financial security and peace of mind, earning a reputation as one of the most trusted and knowledgeable financial planners in the UK.

In his spare time, Mark enjoys travelling and competing in Triathlons around Europe.

Mark Sansum Financial Adviser

Areas Served

  • All of UK

Mark Sansum - Financial Adviser

Mark Sansum - Financial Adviser

Mark is a highly respected Financial Planner and was the founder of Watermark Financial Planning Limited, a successful UK-based financial planning firm, before taking the business forward through True Potential Wealth Management. With over two decades of experience in the industry, he has built a reputation for providing his clients with expert financial advice and guidance, helping them to achieve their financial goals and secure their financial futures.

Mark’s journey in the financial planning industry began in the late 1990s when he started working as an Independent Financial Advisor. He quickly realised the need for a more personalised and client-focused approach to financial planning, which led him to start Watermark Financial Planning in 2005.

Since then, Mark has been dedicated to providing his clients with customised financial solutions tailored to their individual needs and goals. He believes in building strong, long-lasting relationships with his clients, helping them to navigate complex financial landscapes and to make informed decisions about their money.

Mark holds several professional certifications, including the Advanced Diploma in Financial Planning, and is a member of several professional organisations, including the Chartered Insurance Institute and the Personal Finance Society.

Mark has helped countless individuals and families achieve financial security and peace of mind, earning a reputation as one of the most trusted and knowledgeable financial planners in the UK.

In his spare time, Mark enjoys travelling and competing in Triathlons around Europe.

Areas Served

  • All of UK

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

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

Equity Release

Equity release is a means of releasing a tax-free lump sum from the equity locked in your home.

There are typically no monthly repayments to make. The money can be used in many ways, including assisting with the costs of living, helping grandchildren onto the property ladder, making home improvements or even travelling and seeing the world.

I can provide the specialist advice you need and explain your options.

Lifetime mortgages are complex products. To understand the features and risks, please ask for a personalised illustration.

Meet the team