Mark Sansum
Financial Adviser with True Potential
I’m a highly experienced Financial Planner and was the founder of Watermark Financial Planning Limited, a successful UK-based financial planning firm. I later took the business forward by joining True Potential Wealth Management, where I continue to support clients in achieving their financial goals.
With over two decades in the financial services industry, I’ve built a strong reputation for delivering expert advice and personalised guidance. My focus has always been on helping individuals and families secure their financial futures with confidence and clarity.
My journey in financial planning began in the late 1990s when I started working as an Independent Financial Adviser...
It soon became clear to me that clients needed a more bespoke, relationship-led approach to planning. That insight led me to establish Watermark Financial Planning in 2005.
Since then, I’ve remained committed to providing tailored financial solutions that align with each client’s unique needs, values and aspirations. I believe in building lasting relationships based on trust, understanding, and straightforward communication—guiding clients through an ever-changing financial landscape.
I hold several professional qualifications, including the Advanced Diploma in Financial Planning, and I’m an active member of the Chartered Insurance Institute and the Personal Finance Society.
Over the years, I’ve 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, I enjoy travelling and regularly compete 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
I 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.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I 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.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our 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.
