True Potential Swansea
Mark Sansum, the financial adviser at True Potential Swansea, is a highly experienced Financial Planner and was the founder of Watermark Financial Planning Limited, a successful UK-based financial planning firm. He later took the business forward by joining True Potential Wealth Management, where he continues to support clients in achieving their financial goals.
With over two decades in the financial services industry, Mark has built a strong reputation for delivering expert advice and personalised guidance. His focus has always been on helping individuals and families secure their financial futures with confidence and clarity.
Mark’s journey in financial planning began in the late 1990s when he started working as an Independent Financial Adviser...
It soon became clear to him that clients needed a more bespoke, relationship-led approach to planning. That insight led him to establish Watermark Financial Planning in 2005.
Since then, Mark has remained committed to providing tailored financial solutions that align with each client’s unique needs, values and aspirations. He believes in building lasting relationships based on trust, understanding and straightforward communication—guiding clients through an ever-changing financial landscape.
Mark holds several professional qualifications, including the Advanced Diploma in Financial Planning, and is an active member of the Chartered Insurance Institute and the Personal Finance Society.
Over the years, he has had the privilege of helping countless individuals and families gain peace of mind, financial security and a clearer path to the future they envision.
Outside of work, Mark enjoys travelling and regularly competes in triathlons across Europe.
- Diploma in Investment Planning - The Chartered Institute of Bankers in Scotland - 25/10/2012
- Statement of Professional Standing - The Chartered Banker Institute - 01/11/2024
Investment & Savings
The Swansea office can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7 with award-winning technology.
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Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, Mark can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
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Inheritance, Estates & Tax
Mark can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
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Protection
True Potential Swansea can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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Award winning
True Potential’s aim is to revolutionise the way wealth management is delivered. By using award-winning technology to deliver financial services, True Potential empowers financial advisers and their clients to take control of their futures.
Innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money, True Potential Portfolios use a pioneering approach known as Advanced Diversification to find opportunities for growth that others can’t replicate.
Revolutionary technology
True Potential clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
