Landmark IFA
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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 portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
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. This vision has become reality. As of January 2016 we managed over £350 million of client assets, a figure which keeps growing year on year.
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.
Philip is from a professional background and therefore provides a professional advice service aimed at achieving your financial planning objectives
He is qualified to provide advice in many areas of financial planning and also has the Equity Release and Long Term Care fees planning qualification as awarded by the CII.
He serves a range of clients from those making their first investment to high net worth individuals with significant investments.
He also advises corporate clients on their pension schemes and other benefits.
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