Landmark IFA Limited

Landmark IFA Limited logo

Personal finances can seem bewildering, and there is no prescribed formula. I base my business on working with the client to achieve both their short and long term financial goals. Whilst my role is technical, I will avoid jargon and always present to you in a way which you understand.

Business Sector

Independent Financial Advice

Key Services

  • Financial Advice
  • A financial plan – how to get to where you want to
  • A full report and understanding of what you have and aim to achieve a good approach and meet your objectives

About

With almost 30 years in the financial services industry, I provide whole of market advice utilising the latest technology platforms to provide a cost-effective and tax-efficient investment solution for my client’s wealth management needs. I guide my clients through the accumulation phase and into the preservation phase of their lives, keeping them well informed along the way.

  • I’m Highly Knowledgeable – Over 30 Years’ Experience
  • I Work With Mostly Individuals On A Face To Face Basis At My Home Or At My Office In Kirkby Underwood
  • I Then Develop A Financial Plan On All Of Your Existing Plans To See If We Can Achieve Your Financial Goals, Whether It’s Early Retirement, Special Car Or Holiday
  • I Have 4 Staff In My In Office, Who Are Very Friendly And Approachable, Simon, For Example, Used To Be A Financial Adviser And Mans My Office Whilst I’m Out. Simon Is Highly Qualified And Knowledgeable In All Areas Of Financial Planning And Can Give You Generic Advice

Business Details

Contact Details

Where do you meet?

The Bourne in Business club normally meets at the Angel Hotel in Bourne, Lincolnshire. However, from time to time we do visit and hold meetings in different locations.

You can find the location of each meeting on each event.

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