Landmark provides independent financial advice to individuals, professional advisers and corporate clients. We aim to provide a personal service tailored to each of our clients’ needs, building ongoing relationships based on the highest levels of expertise, trust and integrity. All of our advisers are Chartered Financial Planners covering a range of specialist areas. Take a look at our new website - http://landmarkpensions.co.uk/.
|Address||27 Sam Rd Diggle|
|Phone Number||014 5787 0008|
From Our Website
We believe that high-quality financial planning, delivered with integrity, makes a real difference in people's lives. The way we work with our clients, our investment philosophy and our involvement in the community all reflect our commitment to a first-class service that is thoughtful, helpful and meaningful. The value our clients receive comes from our thorough understanding of their individual circumstances. We will work with you to identify the outcomes you wish to achieve and, once we have done this, develop a strategy to provide the best solutions.
Jade is a Chartered Financial Planner and a Pension Transfer Specialist. Her commitment to on-going professional development is testament to her achieving Fellowship status of the Personal Finance Society - the highest level of qualification that can be awarded to a Financial Planner. Jade enjoys working with clients to make their desired lifestyle a reality. She helps them with their holistic financial planning to ensure that their pensions and investments remain on track to meet their long-term objectives.
We're proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the 'gold standard' of financial planning and positions our firm amongst the UK's leading practices. You can find out more about our Chartered status here. We're proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice.