Almond Financial ltd

Restricted - Whole of Market  Almond Financial Ltd, Leicester, Leicestershire, LE2 7FL
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Next home / Remortgaging
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 6th April 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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 6th April 2020

Similar advisers near you

Independent Financial Adviser 0.84 mi
I’m not your typical Chartered Financial-planner. I provide professional, relaxed advice, to people retiring, divorcing or with money to Invest
 
Independent Financial Adviser 0.84 mi
We show you the future so you can make the right decisions now. Get in touch today for your free financial plan.
 
Independent Financial Adviser 0.87 mi
We are Chartered Financial Planners. Our core service proposition is Wealth Management but we also offer traditional financial advice.
 
Independent Financial Adviser 1.07 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner.