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.
My spare time is dominated by family and sport. I have two sons, Maxwell and Oliver and they keep my Wife Sally and I on our toes! I coach and (still) play cricket for Belvoir CC and I'm a big rugby fan.
I have worked in the Financial Services industry for 29 years. I began my career with Pearl Assurance moving to Barclays Bank in the late 90’s. I have held several senior manager positions with both organisations. After several years as a business risk consultant, I joined Landmark. My role at Landmark is Operations and Compliance Director. I am married to Laura, a very busy head teacher and we have one son James. I love all things mechanical, including motorcycles.
I joined Landmark in 2004 and have worked within Financial Services for over 25 years. In the past 10 years I have focussed specifically in helping clients with their Investment & Pension planning needs. I hold the Diploma in Financial Planning along with the Advanced qualification in pension planning, additionally I act as Landmarks pension specialist. I am also qualified to provide advice in Long Term Care and Lifetime Mortgages. I have lived in the Stamford area since childhood and have 3 children who have grown up in Stamford. I am happy to meet with clients at Rock House or at their homes to discuss their requirements.
I qualified as a Chartered Accountant in 2004 whilst working for KPMG. Following that I held accounting positions in the City of London and latterly for a FTSE 100 Group. I joined Landmark in 2015 to combine my experience of accountancy with my passion for advising clients on their personal finances.
I have a degree in Economics and have achieved the Diploma in Regulated Financial Planning as accredited by The Chartered Insurance Institute.
I am now working towards achieving Chartered Financial Planner status. As well as being a Financial Adviser I am also the Head of Finance at Landmark IFA.
I have worked for Landmark for 7 years and have 26 years’ experience in Financial services. Specialising mostly in Retirement Planning and Investments, I work with individuals and companies to ensure they are invested and protected appropriately. I am a fully qualified Independent Financial Adviser and also hold qualifications in Mortgage Advice and Equity Release.
My team here in Bourne are:
Diane is my Office Manager and has been working with me for 7 years, previously she worked for a building society and has extensive experience in office management
Nicky is my Paraplanner, she has over 8 years experience in Financial Services including working in Landmark’s head office and works with our existing investment clients. She is working towards further qualifications to support her current role.
Simon is my Pension and Investment analyst and was a fully qualified IFA before deciding he preferred the analytical side of the business.
I have 26 years’ experience in the financial services industry and have built up a wealth of knowledge in this area to help my clients plan for their financial security whatever their needs. I pride myself on my personal communication skills and my ability to relate to clients from all walks of life and financial awareness. Many of my clients have become personal friends with their family members becoming clients through continuous referral. I have the Diploma in financial planning and provide advice across a wide range of client needs such as Retirement planning, Investments, Estate planning and Protection.
Interests outside of work include all types of sport, keeping fit, cars and motorcycles.
After leaving the RAF following 14 years service, my career path took me unexpectedly into the financial services industry where I have served as an IFA for 32 years and with Landmark since 2009.
Over the many years in the industry, I have gained valuable experience in the mortgage and protection market and the retirement planning market involving pensions and investments. However, of late my preferred market is the retirement planning market involving pensions and investments especially with the coming of the "Pension Freedoms".
My clients are many and varied, young and elderly, some near some far, and working from home I am more than happy to visit clients in their own home or at their workplace.
Whilst not working, my hobbies include playing the keyboard for my local evangelical church, ten pin bowling and supporting my hometown football team Huddersfield Town
I have worked with Landmark since 2011 and have been providing financial advice for more than 15 years. I now specialise in wealth management assisting clients in investments, pensions and inheritance tax mitigation. Within Landmark I sit on the investment committee helping research the planning solutions the business recommends.
I am a Chartered Financial Adviser with over 20 years’ experience providing financial advice. I now specialise in wealth management assisting clients in investments, pensions, later life planning and inheritance tax mitigation. Within Landmark I sit on the investment committee helping research the planning solutions the business recommends.
I have worked with Landmark for just over a year now and I have more than 20 years experience in Financial Services. I am a Chartered Financial Planner and a member of the Personal Finance Society and the Chartered Insurance Institute. I also hold a degree in Organisation and Management Studies and the Diploma from the Chartered Institute of Marketing. I am happy to meet clients at our offices, their place of work or their home, whichever is appropriate. I am married with two daughters and if I get any spare time, I like to try and keep fit by jogging.
I have worked with Landmark for 3 years and have more than 20 years experience working in financial services. I hold the diploma in financial services and the certificate of mortgage advice and practice. I am happy to meet clients, at your home, work place or our offices and do offer evening appointments if needed for working families.
I joined Landmark in 2006 and have worked in financial services for 21 years since deciding to stop commuting to London, where I worked in banking. I am now concentrating on the mortgage market where I have considerable experience of all types of mortgages, including Residential, Buy to Let, and Equity Release. I also provide protection products including Life Insurance and Mortgage Protection and Income protection, along with general insurance such as Building and contents. I am happy to visit clients at their homes at a time to suit or am available to meet in Rock House if preferred.
I am a Chartered Financial Planner with 23 years' experience in financial services. I specialise in wealth management, helping my clients to achieve their goals and maintain them throughout their life. I particularly enjoy cash flow modelling coupled with investment and tax planning to enable people to keep more of what they have earned. I am able to advise on all aspects of financial planning including equity release.
I get on well with people and many of my clients have become close friends over the years.
I have a degree in Applied Chemistry which explains my analytical nature!
I love animals and in my spare time like nothing more than taking my golden retrievers to the beach. I have a motorhome and enjoy travelling, as well as photography, playing golf and cooking.
‘I have worked for Landmark for nearly 2 years, but have nearly 25 years’ experience in Financial Services. I started my career working for Prudential Assurance Company in Suffolk as an agent, and eventually became an Independent Financial Adviser about 12 years ago while working for a firm based in Bury St Edmunds. I hold a Diploma in Financial Planning and provide holistic financial planning, but specialise in retirement planning.
I live with my partner, and have two sons and three grandchildren. I enjoy playing sport in my spare time (tennis and racketball), and travel as much as I can.’
Independent Financial Adviser & Employee Benefits Specialist
I am located in Hertfordshire and have over 25 years’ experience and considerable expertise in all aspects of individual and corporate financial planning. I specialise in protection, investments, mortgages, retirement strategies and Employee Benefits.
“My aim is to actively encourage my clients to engage in the financial planning process by identifying and understanding their longer term financial objectives. This interaction enables us to build a workable financial planning strategy (together) which is unique yet robust enough to meet the challenges that life throws at us; after all, a goal without a plan is just a dream”
I have worked in the Financial Services Industry for the last 32 years, working in roles from Adviser to Senior Manager for major financial services companies such as Prudential, Barclays and Chased de Vere. This has helped me to build a wide scope of knowledge of the whole industry during that time. I have chosen to work with Landmark as they give me the opportunity to offer a true Whole Of Market Proposition to my clients and they are constantly looking to ensure that advice is always tailored to the best interests of the client.
I have been in the financial services industry for 15 years now and have developed a wealth of knowledge from previous companies such as Halifax and Nationwide Building Society which led me to become and IFA with Landmark IFA Ltd from June 2017.
What I love the most about what I do is building long lasting relationships with my clients and advising them through the different stages of financial planning. I provide clear, non-jargon advice that is personalised to each client. Feedback I receive is that I am able to explain and advise at any level of financial planning by being able to relate to my clients from all walks of life.
My area of expertise lay within investments, Inheritance Tax planning, retirement planning and protection.
My spare time is being a mum to my 3 year old son Archie and a wife of 13 years to my husband Ian. I also own my own horse, Milly and dog, Tilly. If there’s any time to spare I love to socialise with my family and friends, eating out and going to the races.
Josh has 6 years’ experience as an Independent financial adviser, having previously worked at Chase de Vere. He takes great pride in developing strong on-going relationships with his clients and fully embraces modern financial planning methods.
Whilst he takes a fully holistic view of financial planning and can advise on all Private Wealth areas, Josh’s main specialisms include:
He holds the Diploma in Regulated Financial Planning with additional qualifications in Later life advice, Mortgage advice and is a member of The Society of Trusts and Estate Planning (STEP).
Having worked in financial planning for 9 years I have a broad range of experience to best assist my clients in meeting their objectives whatever their priorities.
I take great care and pride in my work, seeking to build lasting relationships with my clients by providing clear and concise recommendations and insuring that they receive the ongoing support and advice that they need.
Over my career I have provided advice to a wide range of clients from different backgrounds and levels of financial awareness. I take a genuine interest in their plans and objectives and this has lead to many referring friends and family members.
I am able to provide advice across a full spectrum of financial needs including Investment, Retirement, Estate Planning and Protection, treating each client as an individual and putting their best interests at the forefront of what I do.
Outside of work I enjoy spending time with my family and friends, exploring the countryside and riding my motorcycle.
Nicky has over 8 years experience in Financial Services and is working towards further qualifications to support her current role. Nicky supports Paul Ross from his home office in Bourne.