Landmark Financial Planning Limited

Independent Financial Adviser  3 Hardman Square, Manchester, Lancashire, M3 3EB
First meeting at adviser's own cost
Chartered Financial Planners providing pension, investment and financial planning, to help you achieve financial confidence and enjoy life to the full. Free Initial Consultation.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Group critical illness
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Group income protection
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Eric Mowinski BSc
Director & Chartered Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Chartered Financial Planner
MRS Shelagh Taylor AIFP
Director & Chartered Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This examination assessed knowledge and understanding to analyse and evaluate a client’s circumstances and financial needs and produce a holistic financial solution based on an in-depth knowledge of financial services products.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Chartered Financial Planner
Mrs Jade Jackson
Chartered Financial Planner, Pension Transfer Specialist, Fellow of the Personal Finance Society

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
What our clients say
“Landmark’s friendly staff have always given me good, sensible, plain language advice on all my financial enquiries.”
Rodney and Maureen, Middleton
“I have always been totally satisfied with Landmark’s advice and efficient service. The friendly, caring staff are always on hand to give all excellent quality customer service."
Barbara, Rochdale
“The forward planning and constructive advice given by Landmark has given us the confidence to enjoy retirement to the full.”
Alan and Jean, Oldham
“I have been a client of Landmark for many years and have always found their advice to be well-researched and sound. I would recommend them to anyone.”
Linda, Oldham
“I can understand what Landmark are telling me! They seem able to strip out the jargon and make it all comprehensible.”
Bob, Huddersfield
We have recently used Landmark to help us with Inheritance Tax Planning. They were friendly and welcoming and everything was explained in simple terms. We came away with a clear understanding of our situation and what we need to consider over the next few years. Excellent service and we wouldn’t hesitate to recommend.
Janet, Oldham
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.
Pamela, Oldham
I have dealt with Landmark Financial Planning for over 10 years now and would highly recommend their services, attention to detail and customer service.
Melissa, Oldham
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.
Ian, Manchester
Excellent service and knowledge in relation to the family's pension requirements. Highly recommended.
Chris, Diggle
We have been with Landmark for a number of years and have been extremely grateful for their expertise and fantastic customer service, would not hesitate to recommend
Nigel, Oldham
Excellent organisation
Dominic, Shrewsbury
About us

Getting financially organised can be a complex process. Many people simply don’t know where to start; that’s where we can help. We are a team of Chartered Financial Planners based in Oldham & Manchester.

Over the years, we have established an extensive knowledge in assisting individuals, families, directors and businesses to successfully plan for the future.

As reputable, chartered professionals we will work with you closely to understand all your needs, goals and requirements.

If you:
• Are considering retirement and not sure when the time will be right for you
• Are consolidating pension pots – maybe you have a few pensions from various employers and would like to simplify them
• Are looking at investing as an option to achieve a particular goal
• Want help managing your assets and understand what the best options are
• Are a business owner, who wants to make best use of the benefits and allowances available to you; enabling you to fully reap the rewards of your hard work
• Need advice regarding tax planning
• Have currently lost a loved one and need patient, friendly and knowledgeable advice to help you at this difficult time

..then, we can help you put a strategy in place.

Our services

There are many things which separate us from other firms, including:

• We are Chartered (CII)

This accreditation positions our firm amongst the UK’s leading practices.

• We are independent

We have the freedom to choose financial products and providers from the entire market; we find the most effective solutions for your unique needs.

• We hold the Pension Transfer Gold Standard (PFS)

The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded Defined Benefit pension transfer advice.

• We are local

We work predominantly with people in Oldham and Manchester, particularly Saddleworth and Cheshire.

Where to find us
Head office address: 3 Hardman Square, Spinningfields, Manchester, Lancashire, M3 3EB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 26th July 2021

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