Landmark IFA have built their success and reputation in providing a comprehensive, professional service offering impartial advice and excellent service to both private and corporate clients. The meetings are open and above all, confidential and all first meetings are conducted on a free, no obligation service. Our advisers advise on a large variety of products including retirement planning, investments, savings planning, university planning, mortgages and much more. We aim to produce a structured plan to achieve greater wealth and peace of mind.
- All areas of the UK
|Address||1st Floor, Rock House, Scotgate|
|Phone Number||01780 761313|
Products & Services
Whenever we meet a new or existing client, whether they are a private investment client or a large company, our process does not vary. This way, we can be confident in the consistency of our service.
Whether you are looking to create wealth, preserve what you have already created, or reduce your, or your company’s exposure to taxation, our planning process will enable you to achieve your goals.
Sometimes this means working in association with other professionals such as your accountant, solicitor, stockbroker, or business advisers.
From Our Website
We have today (18/3/20) taken the decision to close Rock House and allow all our staff to work from home. We will re-open when we believe that it's safe for staff to return. We are still working, though, and we'd be delighted to hear from you should you need to speak with us. Founded in 2004, Landmark's vision was to build a wealth-oriented financial planning advisory firm based on ongoing, long term relationships with its investor clients. This vision has become reality. As of January 2019 we managed over 600 million of client assets, a figure which keeps growing year on year.
I've spent the last 26 years in Financial Services, having worked with large, national firms before founding Landmark. My role is a strategic one, and I no longer advise clients. I have worked in Financial Services for over 30 years. I began my career with Pearl Assurance in the late 80's moving to Barclays Bank in the late 90's. I held several senior manager positions within both organisations. After several years as a business risk consultant, I joined Landmark as Operations and Compliance Director.