Landmark IFA Ltd

Free Initial Consultation

45 Thyme Avenue, Bourne, PE10 9ND Directions

   Now closed Open today 08:00 - 18:00

Business overview

Helping you achieve your financial objectives through bespoke independent advice

My name is Philip and I work for Landmark IFA Limited. I am based in Bourne, Lincolnshire but serve a wide area around the region. I am a Level 4 qualified financial adviser and also a Chartered Accountant.

My background and knowledge ensures I deliver a professional, efficient and straightforward planning service to clients.

The first meeting with clients is free of charge and is the chance for me to find out about your financial objectives. I do these appointments at our office or your home or place of work if this is more convenient.

Landmark were founded in 2004 with a vision to build a financial planning advisory firm based on long term relationships with its investor clients. As of January 2016 we managed over £350 million of client assets.

Landmark IFA Ltd is authorised and regulated by the Financial Conduct Authority, firm reference number 225538.

Registered in England & Wales, company number 4643439 at 1st Floor, Rock House, Scotgate, Stamford, PE9 2YQ

Photos

Image 2 of Landmark IFA Ltd

Products & Services

financial planning

independent financial advisers

income protection insurance

equity release

life insurance

mortgage advice

pensions

tax planning

child trust funds

Inheritance Tax Planning

Retirement planning

Pension drawdown

investments

Long term care fees planning

Credentials

Associations

  • Financial Conduct Authority (225538)

Reviews

FINANCIAL PLANNING MADE EASY

5
I have discussed my financial planning with Philip on many occasions and have found him to be very professional, knowledgeable and trustworthy. He takes the time to understand your circumstances and explains some of the more complex areas of financial products in an easy to understand way.
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