Almond Financial ltd

Restricted - Whole of Market  Almond Financial Ltd, Lincoln, LN6 3QN
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FCA authorised
Last authorised 26th July 2021
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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Defined benefit
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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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Equity release
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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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Long term care
Meet our advisers
MR 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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    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.

Almond Financial Ltd, Lincoln, LN6 3QN

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