Landmark IFA Limited

Independent Financial Adviser  1 The Leas, Barkston, Lincolnshire, NG32 2PD
First meeting at adviser's own cost
The earlier you start planning for your financial future the better the outcome. Talking with a financial planner should be both exciting and liberating. By working together with someone that understands your needs, you too can reach financial freedom.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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Commercial mortgages
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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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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Jacob Wright
Independent Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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.

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 an ability to analyse pension and retirement planning issues.

What our clients say
What were the circumstances that caused you to look for a financial adviser? Loss of my husband and the financial burden we suffered after. How did Jacob Wright help you? He listened to what I needed and how much I could afford and found the best cover for me. Have you seen the outcome you were hoping for? Yes
Mrs P, Lincolnshire
Please provide a brief comment about your experience with Jacob: What an outstandingly helpful professional!
Mr A, Stamford
What were the circumstances that caused you to look for a financial adviser? I have no financial experience and need advice about my pension. How did Jacob Wright help you? Helped me to understand about annuity and drawdown and the best option for me. Have you seen the outcome you were hoping for? Yes, I realised I needed finial advice and guidance to make the right decision for my circumstances. What could they have done better? I honestly cannot think of anything for my situation.
Mrs R, Lincolnshire
What were the circumstances that caused you to look for a financial adviser? Knowing zero about financial planning, I looked to Landmark some years ago. How did Jacob Wright help you? Gave clear and precise advice Have you seen the outcome you were hoping for? Yes! What could they have done better? I can think of no shortcomings.
Mr B, Lancashire
What were the circumstances that caused you to look for a financial adviser? I had just retired and needed advise on maximising my pension options and investments. How did Jacob Wright help you? Yes and having annual meetings to review them is very helpful. Have you seen the outcome you were hoping for? Yes very happy with the outcome in all areas. What could they have done better? At this point I cannot think of anything I would have liked different.
Mr D, Suffolk
What were the circumstances that caused you to look for a financial adviser? I have been a client of Landmark for some years and Jacob took over from my previous adviser. How did Jacob Wright help you? By discussing my options regarding my pension and also whether to go for equity release to clear our mortgage or what other options were available to me. Have you seen the outcome you were hoping for? Yes What could they have done better? Nothing as his advice was valued.
Mrs O, Lincolnshire
What were the circumstances that caused you to look for a financial adviser? Husband needed to review his pension since going self employed and for advice regarding savings How did Jacob Wright help you? Reviewed our savings, pensions and looked at our protection needs Have you seen the outcome you were hoping for? Yes
Mrs W, Northamptonshire
What were the circumstances that caused you to look for a financial adviser? To set up pension funds How did Jacob Wright help you? Let us know what funds I have ready for my retirement and sent for our pension forecast Have you seen the outcome you were hoping for? Yes What could they have done better? Nothing, we are pleased with what has been done.
Mr F, Lincolnshire
What were the circumstances that caused you to look for a financial adviser? I had been gifted some money and wanted to make the best use of it. How did Jacob Wright help you? He suggested so small adjustments to the previous portfolio. Have you seen the outcome you were hoping for? It’s along term investment.
Mr R, Cambridgeshire
What were the circumstances that caused you to look for a financial adviser? Retirement and pensions How did Jacob Wright help you? He found a good reliable company which suited my situation Have you seen the outcome you were hoping for? Yes What could they have done better? Not sure
Mr B, Lincolnshire
What were the circumstances that caused you to look for a financial adviser? I was disappointed with my financial advisor who seldom contacted or visited me and I felt abandoned due to his lack of care and interest. How did Jacob Wright help you? Sorted my investments, explained and answered my questions and queries, leaving me satisfied that my investments were secure and I treated me as a client instead of a number. Have you seen the outcome you were hoping for? Yes I am now satisfied to know my investments are being looked after and reviewed every year. What could they have done better? I have no criticism of Mr Wright or his method of advising. He is enthusiastic, knowledgeable and does not rush through meetings. Will answer all questions, making suggestions to ensure peace of mind and achieving our goals.
Mrs W, Lincolnshire
What were the circumstances that caused you to look for a financial adviser? I had some money available for investment and knew that I required a private pension plan. How did Jacob Wright help you? I met with Jacob, he has reviewed my investments and provided advice to give me the best chance of receiving a decent pension. Have you seen the outcome you were hoping for? My investments are still in force and I'm happy with the progress made in these tight times. What could they have done better? I am very happy with Jacob, he has been fair, open and honest, all attributes that I would require of an adviser.
Mr S, Lincolnshire
What were the circumstances that caused you to look for a financial adviser? We had some money to invest and some money due for maturity to reinvest. How did Jacob Wright help you? Pin point are needs and requirements for are future and retirement. Have you seen the outcome you were hoping for? Not as yet against long term investments. But a definite in other units discussed What could they have done better? Nothing he covered all aspects and highlighted many areas we hadn’t thought of.
Mr R, Lincolnshire
About us

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 November 2019 we manage over £600 million of client assets, a figure which keeps growing year on year. Whenever we meet a new or existing client, whether they are a private investment client or a large company, our process does not vary. This way, we can be confident in the consistency of our service. Whether you are looking to create wealth, preserve what you have already created, or reduce your, or your company’s exposure to taxation, our planning process will enable you to achieve your goals. Sometimes this means working in association with other professionals such as your accountant, solicitor, stockbroker, or business advisers.

Our services

I advise with Landmark IFA, a truly independent financial adviser firm, which was ultimately the reason why I joined them over other firms. Landmark IFA firmly believe that every client is unique and our ethos is to put clients at the heart of everything that we do. As an IFA it means that we can offer products and services from the whole of the market, ensuring that our clients not only get the best advice and service, but also the best products.

My main focus is to help you with your financial planning, your goals and objectives in life. Whether that is ensuring you can retire on time, save for school fees or anything else, my job is to make things simple, come up with a plan, put that plan into action and ensure it stays on track and ultimately deliver for you, the client.

- Investments
- Pensions
- Estate Planning (Inheritance Tax)
- Equity Release
- Personal Protection (Life Cover, Critical Illness Cover, Private Medical or Income Protection)
- Business Protection
- Mortgages

Where to find us
Head office address: 1 The Leas, Barkston, Grantham, Lincolnshire, NG32 2PD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 10th August 2020

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