We have today (18/3/20) taken the decision to close Rock House and allow all our staff to work from home. We will re-open when we believe that it's safe for staff to return. We are still working, though, and we'd be delighted to hear from you should you need to speak with us.

Landmark's mission is to deliver bespoke, quality financial planning advice to an ever-more sophisticated investor-base, using modern planning techniques, whilst relying on traditional business values.Founded in 2004, Landmark's vision was to build a wealth-oriented financial planning advisory firm based on ongoing, long term relationships with its investor clients.

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What We Do Report

Whenever we meet a new or existing client, whether they are a private investment client or a large company, our process does not vary. This way, we can be confident in the consistency of our service. Whether you are looking to create wealth, preserve what you have already created, or reduce your, or your company's exposure to taxation, our planning process will enable you to achieve your goals.

Team Report

I've spent the last 26 years in Financial Services, having worked with large, national firms before founding Landmark. My role is a strategic one, and I no longer advise clients. I have worked in Financial Services for over 30 years. I began my career with Pearl Assurance in the late 80's moving to Barclays Bank in the late 90's.

Supporters Report

Nothing has been too much trouble and you have always provided me with sound honest advice. 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.

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