We go beyond conventional financial advice. Our team of seasoned planners and consultants is dedicated to assisting you in making transformative decisions, empowering you to assert control over your financial future, both personally and in your business.
Business details
- Licensed
- Insured
Payment methods
- Cash, Debit cards, Credit cards, Mobile payments
Services
Developing your finances
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No two clients’ needs and circumstances are the same. As we are independent financial advisers, our highly qualified financial planners work with our clients to design and provide access to a portfolio of investments. We focus on our clients long-term goals and objectives along with their attitude to investment risk.
Protecting your family
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Financial planning goes beyond meeting our needs and aspirations; it also involves safeguarding our loved ones and those who depend on us financially.
In our family financial planning advice, we provide clients with access to a comprehensive array of products and insurances available across the entire market. Our goal is to create a program that addresses and safeguards every aspect of our clients' health and well-being.
In our family financial planning advice, we provide clients with access to a comprehensive array of products and insurances available across the entire market. Our goal is to create a program that addresses and safeguards every aspect of our clients' health and well-being.
Reviews (8)
Melissa Curran
Aug 25, 2019
Pamela Dickinson
Jul 11, 2019
Financial experts who provide a first class service offering exceptional advice, guidance and support. They have a professional and friendly approach and nothing is too much trouble for them. I have known the team at Landmark for over 15 years and would highly recommend the excellent service they offer.
Janet Strutt
Feb 14, 2019
We have recently used Landmark to help us with Inheritance Tax Planning. They were friendly and welcoming and everything was explained in simple terms. We came away with a clear understanding of our situation and what we need to consider over the next few years. Excellent service and we wouldn't hesitate to recommend.
Claranne
Dec 23, 2017
Ian Nicklin
Nov 27, 2017
Landmark Financial Planning have successfully managed my pension, these past 10 years. Trustworthy, honourable, honest, ethical and sincere are all words that come into my mind but more, far more than all of the virtues mentioned above, is the inexorable fact, that they treat my money as if it were their own. Thank you Landmark Financial Planning from a VERY satisfied client.
Chris Wilson
Aug 11, 2017
Sarah Ofarrell
Aug 09, 2017
Nigel Young
Jul 22, 2017