About Landmark Financial Planning
Our Philosophy
The purpose of receiving financial advice is to put you in a better position than you were before and it’s our sole purpose to help you achieve this and in doing so provide exceptional value.
The value comes from first understanding and identifying the outcomes you wish to achieve and once we have done this working with you to provide the best solutions.
We aim to build long term relationships and provide guidance and planning into the future, and on your journey we will provide the resource and skill to keep your plans on track
“I am a client support administrator and I provide administrative support to Eric and Shelagh. This primarily involves the organization and preparation of review meetings, valuations and supporting documents.
“As a chartered Financial Planner I work with clients to develop their financial plans and to create investment and pension strategies that help them achieve their outcomes.
As a director I am responsible for the compliance and risk functions in the business in addition to staff development”.
I am a point of contact for clients. I have also been involved in carrying out due diligence on certain companies and products on behalf of the firm”.
As a director I am involved in all the key strategic areas of the business with particular responsibility for business development and strategy”.
“I provide administrative support to Eric and Shelagh. This covers a wide variety of tasks from greeting our clients and making them feel welcome to preparing portfolio valuations for their review meetings. I ensure that all paperwork resulting from their financial meetings are accurately and efficiently processed.
“First class advice, first class service from a first class company.”
“Landmark have proved to be friendly, helpful and effective in both personal and business aspects of financial management.”
“Although Landmark has grown considerably, during our relationship of many years standing, they have always managed to retain that ‘Personal touch’ for me and my company.”
“Landmark provide us with a first class service.”
“Landmark are easy to talk to and provide excellent service and sound advice.”
“Impartial, professional, friendly, first class quality advice in product knowledge from a forward thinking, forward moving company.”
We aim to help you achieve your desired financial and lifestyle outcomes by helping you make good financial decisions.
You will be safe in the knowledge that your investment and financial decisions will provide you with a secure future.
Our investment philosophy is driven by the following investment principals:
Landmark Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. The guidance /or advice contained on this website is subject to the UK regulatory régime and is therefore primarily targeted at consumers based in the UK.
