The Landmark Team
Shelagh Taylor
Director
Shelagh is a Chartered Financial Planner and director of Landmark Financial Planning she has been with the practice since 1997. Shelagh started her career with H M Revenue & Customs before spending 18 years with Barclays Bank Trust Company.
Debbie King
Administrator
Debbie is a key member of the Landmark team and has been with the company since 2000. Her responsibilities include the efficient running of clients accounts and liaising with clients on administrative issues.
Lorraine Biddlestone
Administrator
Lorraine is responsible for clients reporting, including the creation of portfolio valuations, asset allocations, and lifetime cashflows. In addition to liaising with clients and investment companies on administrative matters. Lorraine is key to the firm’s marketing organising client seminars.
Marketing
Tracy is responsible for the firm’s PR and general marketing. Tracy is in contact with the local media talking to journalists and helping with the fulfilment of the firm’s marketing campaigns.
