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Address: Unit 7 Howarth Court, Gateway Crescent, Oldham Broadway Business Park, Chadderton, Oldham, OL9 9XB
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Telephone: 0161 688 1111
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Fax: 0161 681 3899
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Charging Structure: Commission based
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Business Areas: Group Pensions, ISAs, Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 79-81 High Street, Lees, Oldham, OL4 3BN
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Telephone: 0161 628 6000
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Fax: 0161 628 6765
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Charging Structure: Commission based
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Business Areas: Commercial Lines, Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Unit Trusts
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Financial Qualifications: No records held.
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Address: 10 Rushbury Drive, Royton, Oldham, OL2 6LE
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Telephone: 0161 678 6454
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Fax: 050601267694
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Equity release, ISAs, Investment Bonds, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 19 Moss Lane, Royton, Oldham, OL2 6HR
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Telephone: 01706 883813
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Fax: 01706 681453
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Personal Lines, Residential Mortgages
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Financial Qualifications: No records held.
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Address: 27 Sam Road, Diggle, Oldham, OL3 5PU
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Telephone: 01457 870008
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Fax: 01457 873016
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Charging Structure: Fees
At Landmark, we have a clear and transparent fee structure. All of our fees are agreed in advance and we do not charge hourly rates.
Historically UK financial advisers have been remunerated by product commission. In our opinion this creates a conflict of interest. It is important that our fees are paid by our clients not through some complex product commission arrangement.
Introductory Meeting
We offer everyone an introductory meeting which is free of charge. At this meeting, you can decide if our service meets your needs, and if it does, we will provide you with details of our fees specific to your case.
Project Fees
A fixed fee for creating your Financial Plan or dealing with a specific matter.
Review Fees
To provide successful financial planning it is important to monitor and review your plan and investments. An annual fee is agreed which can be paid from your investment portfolio.
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Business Areas: Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP
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