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. We then craft a unique financial planning solution that will enable you to use your money to create the lifestyle you want.
If you're in your mid-50s or older, we help you get a plan in place for your future so that, when the time is right, retirement is a smooth, worry-free transition. If you have been widowed, we will help you to get financially organised, guide you patiently and give you the confidence to make the right decisions about your future.
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. We then craft a unique financial planning solution that will enable you to use your money to create the lifestyle you want.
If you're in your mid-50s or older, we help you get a plan in place for your future so that, when the time is right, retirement is a smooth, worry-free transition. If you have been widowed, we will help you to get financially organised, guide you patiently and give you the confidence to make the right decisions about your future.
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.
The value our clients receive comes from our thorough understanding of their individual circumstances.
We will work with you to identify the outcomes you wish to achieve and, once we have done this, develop a strategy to provide the best solutions.
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.
The value our clients receive comes from our thorough understanding of their individual circumstances.
We will work with you to identify the outcomes you wish to achieve and, once we have done this, develop a strategy to provide the best solutions.
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.
Landmark Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Registered in England & Wales.
Company number: 04282304.
Please note that the value of investments may go down as well as up and investors may get back less than they invest.
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.
Landmark Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Registered in England & Wales.
Company number: 04282304.
Please note that the value of investments may go down as well as up and investors may get back less than they invest.
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.
The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice.
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.
The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice.
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.
We will give you an overview during our introductory meeting, and will then provide an individual quote based on the work we are undertaking for you, prior to implementation.
Whether it is a case of simple, short-term planning and the arrangement of financial contracts or investments, or an entire review of your financial position including ongoing advice regarding your portfolio, we are able to offer a service which will suit your circumstances.
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.
We will give you an overview during our introductory meeting, and will then provide an individual quote based on the work we are undertaking for you, prior to implementation.
Whether it is a case of simple, short-term planning and the arrangement of financial contracts or investments, or an entire review of your financial position including ongoing advice regarding your portfolio, we are able to offer a service which will suit your circumstances.
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.
We work predominantly with people that are local to our two offices - whether that is Oldham or Manchester.
However, we also work with clients across the UK and embrace technology to communicate with those further afield.
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.
We work predominantly with people that are local to our two offices - whether that is Oldham or Manchester.
However, we also work with clients across the UK and embrace technology to communicate with those further afield.
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