Almond Financial ltd

Restricted - Whole of Market  Almond Financial Ltd, Stickney, Lincolnshire, PE22 8AH
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 Offer Zoom / Video calls during the lockdown period.
We can advise you on
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Annuity purchase
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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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Critical illness
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Life insurance
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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 29th June 2020
Meet our advisers
Sam Robinson
Financial Adviser
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, Lincoln, 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

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 29th June 2020

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