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  11. Landmark IFA Limited

Landmark IFA Limited

Independent Financial Adviser  Drapery, NORTHAMPTON, NN1 2HG
First meeting at adviser's own cost
I can make what a client may see as a complex problem, into a simple solution that they fully understand.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Response rating
7.0/10
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FCA authorised
Last authorised 10th January 2022
Meet our advisers
MR Ross Cresser

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

Accreditations
Certified Financial Planner
About us

I provide independent financial advice across Northamptonshire, Lincolnshire and Cambridgeshire. I have over 17 years’ experience in the financial services industry working at Nationwide Building Society and Prudential, before joining Landmark in 2018.

I am proud to be part of the Landmark IFA practice as they are truly independent and put the client at the heart of everything that we do.

I enjoy meeting people from all walks of life and my focus is always on providing the best possible client experience. I take great care and pride in my work, seeking to build lasting relationships with my clients by providing clear and concise recommendations and insuring that they receive the ongoing support and advice that they need. I take a genuine interest in their plans and objectives and this has lead to many referring friends and family members.

I am able to advise in all areas of financial planning including Investment, Retirement, Estate Planning and Protection.

Our services

Why use me? I found that with the ever-changing needs in financial planning my clients had, being a restricted adviser, I was at times working with one hand tied behind my back. Therefore, by being fully independent I can now work with my clients to create a bespoke plan from the whole of market, which is tailored to their individual needs, which I can then regularly review on a face to face basis and then if needed adapt this plan as priorities change or evolve.

Where to find us
Head office address: Drapery, NORTHAMPTON, NN1 2HG
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 10th January 2022

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