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.
Served areas
- All areas of the UK
Services
Services
Report
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.
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.
Landmark's mission is to deliver bespoke, quality financial planning advice to an ever-more sophisticated investor-base, using modern planning techniques, whilst relying on traditional business values. 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.
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.
Nothing has been too much trouble and you have always provided me with sound honest advice. I have worked with Phil on a number of areas regarding my financial planning and have always found him to be very open, honest, clued-up and quick to get things actioned whilst also being very patient. I highly recommend him to anyone thinking of getting any kind of financial advice.
Reviews (1)
Jeffrey T.
May 12, 2016