Almond Financial ltd

Restricted - Whole of Market  Almond Financial Ltd, Lincoln, 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 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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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Regular savings
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Estate planning
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Long term care
Meet our advisers
MR 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. 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, LN6 3QN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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.

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