We're proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the 'gold standard' of financial planning and positions our firm amongst the UK's leading practices. As with most things in life, creating a strategy to achieve our goals usually means there's a higher probability of them being reached.
It's the same with financial planning. The way we work is quite different from the way some independent Financial Advisers work; we always place you and your wishes at the heart of the solutions we recommend and the plans we create. We take the time to listen before working closely with you to determine what it is you want out of life.
It's the same with financial planning. The way we work is quite different from the way some independent Financial Advisers work; we always place you and your wishes at the heart of the solutions we recommend and the plans we create. We take the time to listen before working closely with you to determine what it is you want out of life.
Services
We believe that high-quality financial planning, delivered with integrity, makes a real difference in people's lives. The way we work with our clients, our investment philosophy and our involvement in the community all reflect our commitment to a first-class service that is thoughtful, helpful and meaningful.
We are a team of experienced, Chartered Financial Planners based in Saddleworth and Manchester. Our Financial Planners work closely with our dedicated and friendly Client Support team, who will likely be your first point of contact with Landmark. Our team are personable, friendly, and look forward to welcoming you to our office.
We're proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the 'gold standard' of financial planning and positions our firm amongst the UK's leading practices. You can find out more about our Chartered status here. We're proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society.
Our financial planning process can be broken down into three areas: planning, implementation and review. We offer a range of services to suit each client's requirements and will discuss which option is best for you during our introductory meeting, which is free of charge. All our fees are quoted and agreed in advance.
Many people simply don't have the knowledge or inclination; that's where we, as Chartered Financial Planners, can help. You may well have accumulated significant personal or business wealth over the years but lack the expertise to create a strategy that will enable you to secure your desired future lifestyle.
Reviews (6)
Pamela Dickinson
Jul 11, 2019
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Financial experts who provide a first class service offering exceptional advice, guidance and support.
They have a professional and friendly approach and nothing is too much trouble for them. I have known the team at Landmark for over 15 years and would highly recommend the excellent service they offer.
They have a professional and friendly approach and nothing is too much trouble for them. I have known the team at Landmark for over 15 years and would highly recommend the excellent service they offer.
Claranne
Dec 23, 2017
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Ian Nicklin
Nov 27, 2017
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Landmark Financial Planning have successfully managed my pension, these past 10 years. Trustworthy, honourable, honest, ethical and sincere are all words that come into my mind but more, far more than all of the
virtues mentioned above, is the inexorable fact , that they treat my money as if it were their own. Thank you Landmark Financial Planning from a VERY satisfied client.
virtues mentioned above, is the inexorable fact , that they treat my money as if it were their own. Thank you Landmark Financial Planning from a VERY satisfied client.
Chris Wilson
Aug 11, 2017
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Sarah Ofarrell
Aug 09, 2017
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Nigel Young
Jul 22, 2017
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