Landmark Ifa Limited

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Landmark Ifa Limited - overview

Established

2003

Location

-, -, UK

Primary Industry

Financial Services

About

Landmark Ifa Limited is a financial advisory firm specializing in wealth management and financial planning services for individual investors, focusing on long-term financial growth and stability for its clients. Founded in 2003, Landmark Ifa Limited operates as a financial advisory firm that provides tailored wealth management solutions. The firm is headquartered in the United Kingdom and emphasizes personalized financial strategies to meet the unique needs of its clients. The founder has previously established other ventures in the financial sector, contributing extensive industry knowledge to the firm.


Landmark Ifa Ltd specializes in wealth management and financial planning advisory services, catering to individual investors seeking long-term financial stability and growth. The firm offers a comprehensive range of products and services designed to address various financial needs, including investment management, pension planning, and retirement solutions. Landmark IfA emphasizes building ongoing, trust-based relationships with its clients, who primarily include high-net-worth individuals and families. Its services are aimed at clients predominantly in the United Kingdom, focusing on providing tailored financial strategies that ensure alignment with their specific circumstances and investment goals.


By leveraging a client-centric approach, Landmark IfA seeks to demystify complex financial concepts, making them accessible and actionable for its clientele. Landmark IfA Ltd generates revenue through a structured advisory fee model, where clients are charged for financial planning and investment management services rendered. The firm's revenue streams include fixed fees for initial consultations, ongoing management fees based on a percentage of assets under management, and performance-related fees linked to the growth of client investments. Clients typically engage the firm for wealth management services, leading to the establishment of a personalized financial plan, with annual percentage fees calculated on total assets managed by Landmark IfA, reflecting the firm’s commitment to aligning its interests with those of its clients.


Landmark IfA Ltd is exploring the launch of new financial planning products aimed at enhancing client engagement and service offerings. The firm is also considering expansion into European markets, targeting regions such as France and Germany by 2025 as part of its growth strategy. Recent funding will be utilized to support the development of these initiatives, allowing the firm to enhance its service capabilities and broaden its client base.


Primary Industry

Financial Services

Sub Industries

Financial Services

Website

www.landmarkifa.co.uk

Total Amount Raised

Subscriber access only

Landmark Ifa Limited - timeline of key events

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Landmark Ifa Limited - financials

Fiscal Year EndedJan 31, 2021Jan 31, 2022Jan 31, 2023Jan 31, 2024
Revenue (USD)4,346,446---
% Revenue Growth (YoY)----
EBITDA (USD)314,581---
Operating Income (USD)308,319---
Operating Margin7.1%---
% EBITDA Margin7.2%---
NET Income (USD)251,882---
% Net Margin5.8%---

Landmark Ifa Limited - employee data

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