Founded in 2004, Landmark was built on a simple yet powerful vision, to create a wealth-focused financial planning firm grounded in trust, transparency, and long-term partnership. From the very beginning, our goal has been to guide clients through life’s financial milestones with clarity and confidence, helping them make informed decisions that build and preserve their wealth over time.
The word independence is the driving force of everything we do, from the type of
advice we provide, to our ownership structure. We’re proud to offer Independent
Financial Advice, which allows us to offer solutions from the whole market, rather
than a limited range of solutions. By offering fully independent advice, our clients can
be assured that we’re working in their best interests.
Our independence is further demonstrated by being an Employee-Owned business.
By establishing our Employee Ownership Trust (EOT) in 2023 we have reaffirmed
our commitment to remaining independent for many years to come.
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.
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.
At Landmark IFA, we believe that smart investing is responsible investing. The world is changing rapidly, and so too are the expectations placed upon businesses, investors, and financial institutions. Environmental, Social, and Governance (ESG) principles have become an essential part of modern portfolio strategy, not as a trend, but as a mark of quality and resilience.
ESG investing means taking a closer look at where your money goes, ensuring it supports companies that act responsibly towards the environment, their employees, and society as a whole. It’s about aligning financial goals with ethical values, while also recognising that businesses embracing sustainability and strong governance are more likely to thrive in the long term.
At Landmark IFA, our advisers carefully select and review funds through an ESG lens, helping clients invest with confidence in a world where responsibility and performance go hand in hand. We understand that funds failing to adapt to environmental and social change risk losing value over time, while those leading the way in ESG innovation are better positioned for growth.
By choosing Landmark IFA, you’re not only securing your financial future, you’re helping to shape a better, more sustainable one.
Every investment involves a balance between opportunity and risk. At Landmark IFA, our role is to help clients find the equilibrium that feels right for them, a place where ambition meets comfort and where decisions are guided by understanding rather than uncertainty.
At Landmark IFA, we see risk not as something to be feared, but as something to be understood and managed. With the right structure, advice, and ongoing support, we help you maintain that delicate but vital balance.
We begin by gaining a clear picture of your current financial position, goals, and attitude towards risk. This foundation allows us to identify the level of volatility and potential reward that aligns with your personal circumstances.
Open conversation is at the heart of what we do. We take the time to explain the relationship between risk and return, ensuring you fully understand the choices available and the implications of each.
Together, we agree on a strategy that reflects your objectives, values, and time horizon, creating a plan that feels both comfortable and capable of achieving long-term success.
Once a clear direction is set, we put your tailored investment strategy into action, carefully diversifying across assets to balance growth potential with protection.
Risk management doesn’t end with implementation. Regular reviews ensure that your portfolio continues to align with your evolving goals and the ever-changing financial landscape.
