Landmark IFA Limited

• Principal Place of Business

  4 Broad Street

  Stamford

  PE9 1PB

  UNITED KINGDOM

  Phone

  +4401780761313

  Web

  https://www.landmarkifa.co.uk

• Complaints Contact

  4 Broad Street

  Stamford

  PE9 1PB

  UNITED KINGDOM

  Phone

  +4401780761313

• Buy-to-Let Mortgage Advice

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 2 limitations Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Stockbroking

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Martin Clark

  IRN MXC00160

  • SMF3 Executive Director (since 31 Oct 2024)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
• Matthew James Hall

  IRN MJH01564

  • CF30 Customer (6 Oct 2009 to 10 Aug 2010)
• Michael Frederick John Williams

  IRN MFW00001

  • CF30 Customer (30 Jan 2009 to 6 Jun 2014)
• Michael John Smith

  IRN MJS00068

  • CF21 Investment Adviser (8 Mar 2004 to 22 Dec 2004)
• Michael Jonathan Doy

  IRN MJD00037

  • 11. Pension transfer specialist
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Michael Richard Crosbie

  IRN MXC00217

  • CF30 Customer (26 Mar 2009 to 28 Jun 2010)
• Neal David Ince

  IRN NXI00026

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • [FCA CF] Client dealing (since 16 Nov 2021)
  • [FCA CF] Functions requiring qualifications (since 16 Nov 2021)
• Nicholas John Osborne

  IRN NJO00005

  • CF30 Customer (1 Jul 2013 to 2 Jul 2019)
• Nicholas Martin Gibson

  IRN NXG00040

  • CF22 Investment Adviser (Trainee) (5 Jun 2006 to 24 Nov 2006)
• Paul Anthony Joynes

  IRN PAJ00020

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 25 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 25 Nov 2024)

• Morgan Pettefar Financial Limited (no longer appointed)

  FRN 920940 · Appointed 10 Feb 2020 · Until 6 Feb 2023

• Brackenbury (IFA) Limited (no longer appointed)

  FRN 176750 · Appointed 25 May 2016 · Until 23 Mar 2018

• Trigon Financial Solutions Ltd (no longer appointed)

  FRN 520938 · Appointed 14 Mar 2013 · Until 2 Sep 2015

No changes recorded yet.