We are Chartered
We’re proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices. You can find out more about our Chartered status here.
We hold the Pension Transfer Gold Standard
We’re proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice. You can learn more here.
We are independent
As an independent firm, we have the freedom to choose financial products and providers from the entire market. That means that we work exclusively for you; we find the most effective solutions for your unique needs. You can therefore rest assured that your best interests are always at the heart of our recommendations.
We are Financial Planners
The way we work is quite different to the way some independent Financial Advisers work; as Financial Planners, we always place you and your wishes at the heart of the solutions we recommend and the plans we create.
We are highly recommended
Both our Financial Planners, Eric and Shelagh, have been rated highly by our clients on VouchedFor, an independent service that enables clients to review their professional advisers. VouchedFor verifies that all client reviews are authentic; you can therefore be confident that the ratings received are a fair reflection of the quality of our work.
We are personable and friendly
From our Financial Planners, Shelagh and Eric, to our dedicated Client Support team, everyone here at Landmark is committed to creating an environment and service that is genuinely welcoming, personable and friendly.
We are regulated
We are directly authorised and regulated by the Financial Conduct Authority (FCA). You can find our entry on the FCA register here.
We are local
Due to the location of our two offices, we are able to work with clients from a wide geographical area; without losing the local feel and personal touch.
We work predominantly with people in Oldham and Manchester, particularly those in Saddleworth and Cheshire. However, we also work with clients across the UK and embrace technology to communicate with those further afield.