Landmark - Financial Planning for Private Clients
 

Private Clients


At Landmark we understand the need to carefully plan your financial future in a complex and changing financial world.   We offer clients two types of service: -

Comprehensive financial planning

Many clients come to us with a range of financial products they have accumulated over the years often unsure if these investments will meet their needs.

Our comprehensive planning helps you to review your existing objectives and investments, creating a financial plan.   The financial blueprint is prepared using a number of sophisticated planning tools and software which assist the decision making process.  

The result is a step by step strategy for your financial future.

Focussed financial planning

If you do not require our comprehensive service, you may have specific matters which you wish to discuss.   We are happy to work on individual areas which include taxation, estate, pension, investment, life and income protection planning.

Philosophy

We aim to keep at the forefront of financial planning and our advisers (see adviser profiles) are qualified to the highest level.   All our initial consultations are free of charge and without obligation.   Our fees are quoted on a fixed basis and agreed prior to the commencement of any work.   For more information, please complete the response form.
 

Landmark Financial Planning Limited, 27 Sam Rd, Diggle, Saddleworth OL3 5PU - Telephone: 01457 870008 Fax: 01457 873016

Landmark Financial Planning Ltd is authorised and regulated by the Financial Services Authority.
The guidance /or advice contained on this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.