Landmark IFA Ltd

Independent Financial Adviser 5 Turpins Rise, Hertfordshire, Stevenage, SG2 8QR
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
Simple, concise and jargon free independent financial advice delivered professionally and courteously.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buying first home
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Troy Beck
Independent Financial Adviser and Corporate Benefits Specialist
Where to find us

5 Turpins Rise, Hertfordshire, Stevenage, SG2 8QR

Make an enquiry
About us

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.

Our services

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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

Landmark IFA Ltd is authorised and regulated by the Financial Conduct Authority, firm reference number 225538.
Registered in England & Wales, company number 4643439 at 1st Floor, Rock House, Scotgate, Stamford, PE9 2YQ.

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