Landmark IFA Ltd

Landmark IFA Limited is a leading financial planning advisory firm founded in 2004, with a mission to deliver bespoke, quality financial planning advice to an ever-more sophisticated investor-base, using modern planning techniques, whilst relying on traditional business values.

Our History

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 a reality. As of April 2024, we managed over 800 million of client assets, a figure that continues to grow year on year.

Our Services

At Landmark IFA Limited, we offer a comprehensive range of financial planning services to help our clients build wealth, preserve what they have already created, or reduce their exposure to taxation. Our services include:

• Financial Planning
• Investment Advice
• Retirement Planning
• Pension Provision
• Tax Planning
• Estate Planning
• Managed Direct (a low-cost, fully online investment experience with telephone support)

Our Process

Our full advice process involves gathering information, setting goals, establishing priorities, confirming budget, conducting research, providing recommendations, implementing plans, monitoring performance, and reviewing circumstances to ensure that our clients' financial planning remains appropriate and up-to-date.

Meet the Team

Our team of experienced and qualified financial advisers, led by Founder Kevin Mullins, are dedicated to providing expert advice and exceptional service to our clients. We take pride in our independence, integrity, and professionalism, which has earned us a reputation as a trusted and respected financial planning advisory firm.

What Our Clients Say

Don't just take our word for it! Our clients have spoken highly of our service and attention, praising our honesty, expertise, and patience. We are proud to have built long-term relationships with our clients, who appreciate our commitment to helping them achieve their financial goals.