landmarkfs.co.uk landmarkfs.co.uk

LANDMARKFS.CO.UK

Landmark - Financial Advisers in Saddleworth & Oldham

We offer pension planning, investment management and financial advice. We take the time to listen to you and work closely with you to craft a tailored plan.

http://landmarkfs.co.uk/

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Landmark - Financial Advisers in Saddleworth & Oldham | landmarkfs.co.uk Reviews
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Landmark - Financial Advisers in Saddleworth & Oldham | landmarkfs.co.uk Reviews

https://landmarkfs.co.uk

We offer pension planning, investment management and financial advice. We take the time to listen to you and work closely with you to craft a tailored plan.

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landmarkfs.co.uk landmarkfs.co.uk
1

Tax & Estate Planning / Landmark Financial Planning

https://landmarkfs.co.uk/process/tax-estate-planning

Tel: 01457 870 008. What our Clients Say. Tax & Estate Planning. Tax & Estate Planning. Tax and Estate Planning. Our integrated approach to financial planning includes a detailed review of your overall financial position and takes account of personal tax and how this impacts you. With HMRC increasing the amount of inheritance tax they receive each year it is important that as much of the family wealth is passed onto the next generation. Sign up to our newsletter, investment and pension updates.

2

What We Do / Landmark Financial Planning

https://landmarkfs.co.uk/about/process

Tel: 01457 870 008. What our Clients Say. Tax & Estate Planning. Tax & Estate Planning. We aim to help you achieve your desired financial and lifestyle outcomes by helping you make good financial decisions. This process begins by understanding the aims and outcomes you wish to achieve. We will then apply our expertise in analysing your current financial position and from there create a plan to implement our agreed recommendations. Sign up to our newsletter, investment and pension updates.

3

Meet the Team / Landmark Financial Planning

https://landmarkfs.co.uk/about/team

Tel: 01457 870 008. What our Clients Say. Tax & Estate Planning. What our Clients Say. Debbie King Client Support. Details of my role. I am a client support administrator and I provide administrative support to Eric and Shelagh. This primarily involves the organization and preparation of review meetings, valuations and supporting documents. I also book client appointments and I am responsible for organizing seminars and social events. Shelagh Taylor Director/Chartered Financial Planner. Details of my role.

4

Professionals / Landmark Financial Planning

https://landmarkfs.co.uk/professionals

Tel: 01457 870 008. What our Clients Say. Tax & Estate Planning. We work closely with many accountants and solicitors. Many clients have diverse needs and on occasion may need specialist advise. We understand how important it is that any referral you make reflects well on your practice. We have detailed below areas were we assist our professional connections. Small self administered schemes. Self invested personal pensions. Advising Powers of Attorneys and deputy’s. ERNIE to get slimmer.

5

What our Clients Say / Landmark Financial PlanningLandmark Financial Planning

https://landmarkfs.co.uk/about/testimonials

Tel: 01457 870 008. What our Clients Say. Tax & Estate Planning. What our Clients Say. Comments we have received from our clients. Nothing is too much trouble at Landmark. John and Margaret Edwards. I have been a client of Landmark for over 10 years and have always found their advice to be well researched and sound. I would recommend them to anyone. Landmarks friendly staff have always given me good, sensible, plain language advice on all my financial enquiries. Rodney and Maureen Barr. We have dealt wit...

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Portfolio / Select Performers Internet Solutions

https://selectperformers.com/portfolio

Web Sites, Hosting and Management. Phone: 03333 442 400. A few examples of web sites we have created. The web site for the All Party Parliamentary Group for International Freedom of Religion or Belief. Social Media blog - Seriously Social. The web site for the e3p - Environmental Consultants. Association of Teachers of Singing. Website for the Association of Teachers of Singing. This has a searchable database, maps and lists of teachers. Medium sized website with members pages. Edward Gregson, Composer.

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Tel: 01457 870 008. What our Clients Say. Tax & Estate Planning. Our philosophy is perhaps best summed up by our statement of purpose. We help clients make informed decisions about their money through our financial planning and investment management expertise. We give people the financial confidence to enjoy life, reassured by our personal approach and the attentive care we take over managing their financial well-being. With our talented and professional team we will help you achieve your desired outcomes.

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