Almond Financial Ltd
Initial consultation free
Restricted
A fresh approach to effective financial planning.
Committed to Clarity.
No confusion, zero gobbledygook.
We can advise you on
Clients
helped
helped
653
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
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...
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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...
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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...
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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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