At Landmark IFA, our approach is built on three foundational pillars: respect for you as an individual, rigorous market-wide research, and ongoing support over the long term. In an environment of constant change, we believe your financial plan should be as dynamic and individual as you are.
We begin by taking time to understand you — your values, your aspirations, your concerns, and what you’ve already achieved. Whether you are building wealth, preserving capital or planning for transition, we believe the best outcomes start with a full, honest conversation. From this we establish:
Managed Direct is a new way for clients to invest who do not require advice but don’t want the responsibility for running everything themselves. Managed Direct offers a low cost, fully online experience with telephone support.
This may be suitable for you if you wish to focus only on long-term investments either on a regular basis or to invest smaller lump sums into a Personal Pension or Individual Savings Account.
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.
We’re looking for experienced Independent Financial Advisors who want to grow their careers with a forward-thinking, client-focused firm.
Landmark IFA offers smooth, low-disruption transitions for financial practices considering merger or sale. We ensure your clients remain well cared for throughout the process.
