Business Details
22 Years
experience
Your Trusted Financial Partner in Stamford
Landmark IFA has delivered bespoke financial planning advice since 2004, combining modern techniques with traditional values. Our vision to build long-term relationships with clients has resulted in managing over 800 million in assets by April 2024. Our team of experienced advisers specialises in wealth management, pension planning, and tax-efficient investments, serving both private and corporate clients. We maintain authorisation and regulation by the Financial Conduct Authority, ensuring compliance with rigorous industry standards. Client testimonials highlight our commitment to transparency, personalised service, and proactive communication during market fluctuations. Our structured advice process includes gathering client information, setting goals, implementing tailored strategies, and ongoing performance monitoring.With advisers across multiple UK locations, we offer face-to-face, home, or online appointments to accommodate client preferences. Our compliance framework and membership in the Financial Ombudsman Service demonstrate our commitment to ethical practices and dispute resolution. The firm's leadership team brings decades of financial services experience from major institutions to our independent advisory model. Our administrative team ensures efficient handling of all client matters while advisers focus on delivering expert financial guidance.
Services
Financial Planning
Wealth Management
Pension Advice
Investment Management
Tax Planning
Details
- Year established: 2004
Highlights and features
- We have over 20 years of experience in independent financial advisory services
- Our team includes Chartered Financial Planners with advanced industry qualifications
- We implement a structured, client-centred advice process with ongoing monitoring
- Our compliance framework meets Financial Conduct Authority regulatory standards
- We offer nationwide service through advisers located across multiple UK regions
Associations and certifications
- Financial Conduct Authority
What people say
Sound honest advice
Excellent ongoing communications
Professional and courteous
Personal attention
Appropriate investments
Services
Financial Planning
Our financial planning service creates tailored strategies for wealth accumulation, preservation, and tax efficiency. We work with clients to establish clear financial goals, develop implementation plans, and provide ongoing portfolio monitoring. The process involves comprehensive needs analysis, market research, and regular reviews to ensure strategies remain aligned with changing circumstances. Our advisers hold advanced qualifications in pension and tax planning to deliver expert guidance.
Pension Advice
Specialist pension advice covers all aspects of retirement planning, including workplace pensions, personal pensions, and self-invested schemes. We help clients consolidate existing pensions, optimise contributions, and develop tax-efficient withdrawal strategies. Our advisers have advanced qualifications in pension planning and maintain up-to-date knowledge of legislative changes. The service includes regular reviews to ensure retirement plans remain on track with evolving financial circumstances.
Investment Management
Our investment management service creates diversified portfolios aligned with clients' risk profiles and financial objectives. We offer ongoing portfolio monitoring, performance benchmarking, and strategic adjustments to maintain optimal asset allocation. The team includes specialists with advanced qualifications in investment planning and market analysis. Regular client reporting ensures transparency and facilitates informed decision-making about investment strategies.
Tax Planning
Tax planning services focus on minimising tax liabilities through legitimate relief schemes and efficient investment structures. We advise on inheritance tax mitigation, capital gains tax planning, and income tax optimisation strategies. Our advisers maintain advanced qualifications in tax planning and stay current with legislative changes. The service includes regular reviews to ensure tax strategies remain effective as both legislation and client circumstances evolve.
Protection Planning
Protection planning assesses clients' insurance needs to safeguard against financial risks. We provide advice on life cover, critical illness protection, and income protection policies tailored to individual circumstances. Our advisers evaluate appropriate coverage levels and policy structures to ensure adequate protection. The service includes periodic reviews to maintain appropriate coverage as clients' personal and financial situations change over time.
People
Kevin Mullins
Founder/Chairman
With 35 years in financial services, Kevin founded Landmark after working with major national firms. He focuses on strategic direction rather than client advising, bringing extensive industry experience to leadership. His career spans multiple financial sectors and institutions.
Robin Peace
Compliance Director
Robin has over 25 years in financial services, specialising in investment and pension planning. Holding advanced pension qualifications, he acts as Landmark's pension specialist while managing compliance functions. He has worked with the company since its 2004 founding.
Philip Tordoff
Finance Director
Philip qualified as a Chartered Accountant with KPMG before holding senior financial roles in London and a FTSE 100 company. Joining Landmark in 2015, he combines accounting expertise with financial advisory experience. He holds the Diploma in Regulated Financial Planning.
Martin Clark
Executive Director
With 30+ years in financial services, Martin previously held senior management roles at Nationwide Building Society specialising in tax and trust planning. At Landmark, he focuses on adviser recruitment, training, and strategic development while participating in board-level decision-making.
Michael Doy
Compliance Audit Manager
Michael has 33 years of financial services experience across advisory and management roles. Holding the Chartered Financial Planner qualification, he ensures compliance with FCA regulations and maintains high advisory standards across complex areas like retirement and tax planning.
Questions
What financial services does Landmark IFA offer?
We provide comprehensive financial planning covering pensions, investments, tax planning, and protection. Our services include retirement strategy development, portfolio management, and inheritance tax mitigation tailored to individual circumstances.
How does Landmark's financial planning process work?
Our structured process includes gathering client information, setting financial goals, establishing priorities, conducting market research, providing tailored recommendations, implementing strategies, and ongoing performance monitoring with regular reviews.
Are Landmark IFA's advisers qualified?
Our team includes Chartered Financial Planners and advisers with advanced qualifications from the Chartered Insurance Institute and other recognised institutions, ensuring expert, up-to-date financial guidance.
How is Landmark IFA regulated?
We are authorised and regulated by the Financial Conduct Authority (reference 225538) and participate in the Financial Ombudsman Service for dispute resolution, maintaining strict compliance with industry standards.
Can I meet advisers in different locations?
Our advisers operate across multiple UK locations including Stamford, Bourne, Northampton, and Cambridge, offering flexible meetings at our offices, client homes, or through online appointments.
How often are investment portfolios reviewed?
We conduct regular portfolio reviews to ensure investments remain aligned with client objectives, typically annually or when significant market changes or personal circumstances occur.
