Business Details
22 Years
experience
Your Trusted Financial Partner in Stamford
Founded in 2004, Landmark IFA has established itself as a trusted provider of bespoke financial planning solutions, serving clients with a commitment to combining modern techniques with traditional values. Our team of experienced professionals specialises in delivering tailored advice across investment management, pension planning, tax mitigation, and estate planning, ensuring clients receive strategic guidance aligned with their long-term objectives. Regulated by the Financial Conduct Authority (FCA), we prioritise transparency, ethical practices, and client-centric service, as evidenced by our 800+ million in managed assets and positive testimonials highlighting our responsiveness and expertise. With advisers holding advanced qualifications, including Chartered Financial Planner status, we maintain rigorous compliance standards while fostering enduring client relationships. Our structured advisory processfrom initial consultations to ongoing portfolio reviewsensures adaptability to evolving financial landscapes and personal circumstances.By collaborating with accountants, solicitors, and other professionals, we deliver holistic solutions that address complex financial needs. Our dedication to excellence is reflected in client feedback praising our clear communication, proactive approach to market volatility, and ability to simplify intricate financial concepts. Operating from offices in Stamford and across the UK, we serve private individuals and businesses, offering both in-person and digital consultations. This blend of technical proficiency, regulatory adherence, and personalised service positions Landmark IFA as a leader in wealth management, consistently achieving growth while upholding its founding vision of empowering clients to build and preserve wealth.
Services
Financial Planning
Pension Advice
Investment Management
Tax Mitigation
Estate Planning
Protection Services
Retirement Strategies
Wealth Preservation
Inheritance Tax Planning
Portfolio Reviews
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of experience in wealth management and financial planning.
- Our team includes Chartered Financial Planners and FCA-regulated experts.
- We provide personalised solutions tailored to individual client circumstances.
- We maintain transparency with no hidden fees or complex jargon.
- We deliver ongoing support through regular portfolio reviews and market updates.
Associations and certifications
- Financial Conduct Authority
What people say
Sound honest advice
Excellent ongoing communications
Professional and courteous
Personal attention to needs
Efficient investment management
Services
Financial Planning
Our financial planning service creates tailored strategies to help clients achieve long-term goals, from retirement to wealth preservation. We assess individual circumstances, risk tolerance, and objectives to design comprehensive plans. With ongoing reviews, we ensure adaptability to life changes and market conditions.
Pension Advice
Specialised pension guidance ensures optimal retirement outcomes, covering workplace, personal, and self-invested pensions. We evaluate current provisions and recommend adjustments to meet future needs. Our FCA-regulated advisers prioritise tax efficiency and compliance with evolving regulations.
Investment Management
We construct diversified investment portfolios aligned with client risk profiles and financial goals. Regular performance monitoring and rebalancing ensure sustained growth. Our approach combines market analysis with risk mitigation strategies to maximise returns within acceptable parameters.
Estate Planning
Estate planning services focus on preserving wealth for future generations through wills, trusts, and tax-efficient structures. We collaborate with legal professionals to ensure seamless asset transfer. Strategies address inheritance tax liabilities and family-specific requirements.
Tax Mitigation
Our tax mitigation strategies identify legal opportunities to reduce liabilities across income, capital gains, and inheritance taxes. We integrate tax-efficient investments and structures into broader financial plans. Regular updates ensure compliance with legislative changes and client circumstances.
People
Kevin Mullins
Founder/Chairman
With 35 years in financial services, Kevin founded Landmark IFA and now focuses on strategic direction. He previously worked with national firms and holds industry expertise in long-term wealth management strategies.
Robin Peace
Compliance Director
Robin has 25+ years in financial services, specialising in pensions and investment compliance. He holds advanced qualifications and acts as Landmark's pension specialist, ensuring regulatory adherence across advisory processes.
Philip Tordoff
Finance Director
A Chartered Accountant since 2004, Philip combines financial expertise with client advisory roles. He manages Landmark's financial operations and holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute.
Martin Clark
Executive Director
Martin brings 30+ years of corporate banking experience, focusing on team development and strategic growth. He previously led tax and trust initiatives at Nationwide Building Society and oversees adviser recruitment and training.
Michael Doy
Compliance Audit Manager
With 33 years in financial services, Michael ensures compliance with FCA standards. A Chartered Financial Planner, he specialises in retirement and tax planning audits, maintaining high advisory service quality across client portfolios.
Questions
What financial planning services do you offer?
We provide comprehensive services including investment management, pension advice, tax mitigation, estate planning, and retirement strategies tailored to individual client needs.
Are you regulated by the Financial Conduct Authority?
Yes, Landmark IFA is authorised and regulated by the FCA, with reference number 225538, ensuring compliance with strict industry standards.
How do you personalise financial advice?
We conduct detailed consultations to understand your goals, risk tolerance, and circumstances, creating bespoke strategies that evolve with your changing needs.
What areas do you serve?
We operate nationwide from offices in Stamford, Bourne, Buckden, and other UK locations, offering both in-person and virtual consultations.
How often are investment portfolios reviewed?
We conduct regular reviews to ensure portfolios align with your objectives, typically annually or when significant market or personal changes occur.
