Landmark IFA Ltd
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Buying first home
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Employee benefits
- Group pensions
- Group protection
5 Turpins Rise, Hertfordshire, Stevenage, SG2 8QR
Make an enquiry
Landmark IFA have built their success and excellent reputation by providing a high quality comprehensive, professional and impartial financial advice service to both private clients and businesses.
We offer a complimentary initial meeting without obligation and you can be assured that all our dealings are confidential. We are authorised and qualified to advise in most areas of financial planning whether it be the more complex issues of pension consolidation or inheritance tax planning or simply protecting your family or saving for that rainy day.
I have over 25 years financial services experience dealing with all aspects of individual and corporate financial planning. My specialisms include retirement planning/options, savings & investments, tax mitigation, protection and employee benefits.
I am pension transfer specialist holding the CII AF3 & AF7 advanced diploma pension exams. This allows me to offer advice on potential transfers out of occupational pension schemes or other schemes holding safeguarded rights.
I also hold the new benchmark qualification the "Certificate in Pension Transfer Advice" which was introduced by the CII in October 2017.
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