Landmark IFA Limited

Name: Landmark IFA Limited
Address: 4 Broad Street, Stamford, PE9 1PB, GB
Telephone: 01780 761313
Price range: $$
Rating: 5

aka Trigon Financial Solutions, BTMK Financial Services, Landmark IFA Limited

Authorised FRN 225538 5.0 (6)

About

Skip to content Independent Financial Advice for a Secure Future Landmark’s mission is to deliver bespoke, quality financial planning advice to an increasingly sophisticated investor base, using modern planning techniques, whilst incorporating traditional business values. Whether you are looking to create wealth, preserve what you have already created, or reduce your or your company’s exposure...

Source: landmarkifa.co.uk

Contact & Location

Address

Warden's House, 4 Broad St, Stamford PE9 1PB, UK

More advisers in South Kesteven

Phone

01780 761313

Website

landmarkifa.co.uk

View on Google Maps

Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 225538
Status: Authorised
Date Authorised: 24 February 2004
Years Authorised: 22 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (17)

Show all permissions

✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Providing Credit Information Services
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓Making arrangements with a view to transactions in investments
✓Dealing in investments as agent
✓Assisting in the administration and performance of a contract of insurance
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 04643439
Company Status: Active
Incorporation Date: 21 January 2003
Directors: 3
Accounts Category: Full
Last Accounts Filed: 31 January 2025
SIC Codes: 64999

Team (20)

Kate Arrowsmith
ApprovedCertified
Martin Clark
ApprovedCertified
Philip James Tordoff
ApprovedCertified
Robin Gary Peace
ApprovedCertified
Sarah Barrett
Certified
Paul Michael Ross
Certified
Dawn Adams
Certified
Michael Jonathan Doy
Certified
Anthony Paul Barrett
Certified
Troy William Paul Beck
Certified
Lewis John Christopher Roper
Certified
Sheree Elizabeth Jarrold
Certified
Victoria Jayne Taylor
Certified
Sadie Louise Waddelow
Certified
Ross Andrew Cresser
Certified
Christopher Edward Stott
Certified
Caroline Catlin
Certified
Peter John Harry
Certified
Joshua Kenneth Fay
Certified
Emma Louise Wilson
Certified

Google Reviews

5.0

6 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Stamford, East Midlands
22 years FCA-authorised
20 registered individuals
5 specialisms
17 FCA permissions
CH 04643439

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.