Almond Financial ltd

Restricted - Whole of Market  Almond Financial Ltd, Lincoln, Lincolnshire, LN6 3QN
First meeting at adviser's own cost
We guide people towards a better understanding of their financial situation and personal options with integrity and care. We cover a wide area and have advisers throughout the UK. We provide no cost, no commitment initial meetings at a location that suits you.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Sam Robinson
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

About us

PERSONAL FINANCIAL ADVICE

We guide people towards a better understanding of their financial situation and personal options, before recommending the right plan to facilitate the achievement of their goals. We act with integrity and care, to understand the long term financial goals and provide a recommendation that’s tailored to ones needs.

Our services

• PENSIONS: We strive to understand your particular situation and future goals to better assist in planning your retirement through detailed research and personalised cash flow modelling.

• INVESTMENTS: We provide robust advice across a range of tax efficient investments, enabling you to meet and succeed your future aspirations and goals.

Where to find us
Head office address: Almond Financial Ltd, Unit E1, The Point, Weaver Road, Lincoln, Lincolnshire, LN6 3QN
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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