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.
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.
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.
- Estate Planning (Inheritance Tax)
- Equity Release
- Personal Protection (Life Cover, Critical Illness Cover, Private Medical or Income Protection)
- Business Protection
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.