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.
INVESTMENTS, SAVINGS & INHERITANCE TAX*
Individual Savings Accounts
Bespoke Investment Portfolios
Passing on Assets
Buy to Let Mortgages
Self Invested Personal Pensions
Wealth Accumulation Strategies
Flexible Income Drawdown
Key Man Cover
Whole of Life Assurance
Critical Illness Cover
Long Term Care Funding
Asset & Wealth Protection
* Some aspects of Inheritance Tax Planning are not regulated by the Financial Conduct Authority
Watermark Financial Planning Ltd is an appointed representative of Tavistock Financial Limited (http://www.tavistockfinancial.ltd.uk/), which is authorised and regulated by the Financial Conduct Authority. FCA number 503876. Registered office: 98 Walter Road, Swansea, SA1 5QJ. Registered in England and Wales, Company no 06960247