Why Choose Watermark

Who Are We?

Led by Directors Mark and Maria Sansum, the team at Watermark have all worked extensively in the finance sector and bring a wealth of combined experience from investments and taxation through to banking and independent financial services.

With a head office in Swansea and further offices in the historic towns of Chepstow (Monmouthshire) and Henley-in-Arden (Warwickshire), we offer a relaxed, discreet environment in which to discuss your requirements and take pride in the fact our business grows primarily from the recommendations of existing clients.

Why Choose Us?

We provide bespoke solutions that are tailored to individual needs, as we understand that no two clients are the same.

As you go through life, your circumstances and lifestyle will change so it is important to ensure your financial plans adapt accordingly.

We give you access to an extensive portfolio of products and services that are beneficial to individuals, businesses or both.

We will keep you up to date with important changes to the financial services market and review your plan against these changes.

Mark Sansum – Watermark Financial Planning

Mark Sansum

Director

Maria Sansum – Watermark Financial Planning

Maria Sansum

Director

“Once a plan has been agreed, we will undertake regular reviews to ensure it is fit for purpose”

contact us today to arrange a review

0800 980 9920
Investments, Savings & Inheritance Tax

Investments, Savings & Inheritance Tax

We understand that every investor is unique, you want your savings to work for you and when it comes to passing on your assets, you want your loved ones to receive your wealth, not the tax man

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Retirement Planning

Retirement Planning

The State Pension alone will not be enough to ensure a comfortable retirement so it is worth reviewing your options as
soon as you can.

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