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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.

ABOUT US

Helping our clients build wealth since 2004

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 2016 we managed over £350 million of client assets, a figure which keeps growing year on year.

WHAT WE DO MEET THE TEAM

‘I would like to say how very satisfied I am with the service and attention I have received from Ellen regarding my financial affairs. Nothing has been too much trouble and you have always provided me with sound honest advice. I would have no hesitation in referring friends and family to Landmark IFA Limited'

Karen

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.

Tom Comben

I have worked with Paul Ross on my pension provision following a personal recommendation, I have always found him and his team to be honest and open in their dealings with me and offer excellent ongoing communications, including pre-empting questions when global events cause investment concern. They have managed my investments efficiently and effectively ensuring that the funds are appropriate to me and my circumstances. It puts me at ease to know that someone I know and trust is looking after my retirement future. I would have no hesitation in recommending Paul in future.

Andrew Lowe

We have used Landmark over the last couple of years to advise and administer our financial affairs, They have been professional and courteous in all matters and have taken time and effort to ensure that we have the best financial plans to suit our needs.

David and Karen Trehearn

For several years Jane has helped me manage my financial affairs and during that time I have always received great service and personal attention. She makes everything easy to understand and clearly wants to make sure that any investment she recommends is in my best interest and not just in the interest of herself or Landmark IFA. Jane communicates everything in a professional and timely manner and I value our relationship enormously.

Penny, Waterbeach