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Almond Financial Ltd
Almond Financial Ltd
Initial consultation free
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A fresh approach to effective financial planning. Committed to Clarity. No confusion, zero gobbledygook.
We can advise you on
Clients
helped
658
Minimum
pension value
£100k+
Minimum
wealth
£100k+
Minimum
mortgage value
£100k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Lewis Chapman
Financial Advisor
Mr Joe Fleet-Chapman
Financial Advisor
What our clients say
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Natalie Yates
I was introduced to Sam several years ago by my accountant. Being self employed Sam has given us the best advice over the years to include pensions, Isa's, mortgages. I have recommended him to my dad, friends and more recently he has helped with L Isa's and J'Isas as the children grow up. Sam is very passionate about Almond Finance and you as a client. Nothing is rushed and he will give you the best advice in a language you will understand. I have also dealt with Emma and Maddie and can recommend Almond Financial 100% to deal with your financial matters in a professional yet friendly manner with the overall goal to serve you with the best investment, mortgage or advice.
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Sally Higgins
Sam was recommended to us for advice and help in challenging circumstances. We could not be more pleased with how Sam and the team handled our case. Sam in particular helped us to understand complex financial issues with clear and sensitive communication helping us to achieve our aims within very tight deadlines - thanks Sam, we are so grateful for your help under such difficult circumstances. We wouldn't hesitate to recommend him and the team to anyone looking for professional and comprehensive pension advice.
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Keith Durrant
Specific dealings with Almond Financial, such as pension consolidation, mortgages, and utilisation of investment funds, have always been made stress free, and the assistance provided recently in securing mortgages, has been most appreciated.
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Robert Harrison
Very happy with the service provided thus far. Helping me make the right decisions, with regards to my pension pot, with great advice.
Compliance
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The value of pensions and investments can fall as well as rise. You may get back less than you invested.
Legal information

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This service is provided by Unbiased Group Services Ltd which is an appointed representative of Prosper Capital LLP (FRN53007) which is authorised and regulated by the Financial Conduct Authority.