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Pension, Investment & Mortgage advice

A fresh approach to effective financial planning.
Pension, Investment & Mortgage advice

Committed to Clarity

No confusion, zero gobbledygook

Experts in effective advice on pensions, investments and mortgages.
TickNo pension & investment tie-ins
TickTailored advice
TickFriendly & forward-thinking team
TickQuilter Financial Planning member

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

Faultless

“Almond Financial were recommended to me by a friend who couldn’t speak highly enough of Sam and the team and I have to say I agree 100%. Everything is explained carefully and clearly, whatever time is needed is taken – no rush, no pressure, no gaps.

I have had a superb experience with Almond and I look forward to many more productive and rewarding years ahead.” – MG

Star Rating
Financial Services

“The Almond Financial team have been fantastic. Sam and Emma were both extremely professional and friendly and explained everything in layman terms. I have recommended Almond Financial to family and friends.” – Yolanda

Star Rating
Financial Planning

“The team at Almond Financial are incredibly knowledgeable and provide an excellent service. The whole process was efficient, easy to understand and all the changes we made were in full confidence having a clear an detailed understanding of what and why – Almond Financial come very highly recommended.” – Catherine

Star Rating
Early Retirement

“I cannot speak highly enough of Sam and his team especially Jake. I was looking at early retirement and Sam took his time to explain everything clearly to me and found me the best deal so I could take early retirement. Jake kept me fully updated all the time. I would highly recommend Almond to all of my friends.” – Steven

Star Rating

Our Services

Pensions

Pensions

Defined Benefit

Defined Benefit

Investments

Reach your future aspirations and goals with clear, practical advice across a range of tax efficient investments.
Investments

Financial Planning

Financial Planning

Mortgages

Mortgages

Protection

Look after everything that matters with our comprehensive advice across all areas, including Family, Business Shareholder and Relevant Life Protection.
Protection

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

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Our promise to you

TickAct with integrity and care
TickTailored recommendations
TickQuilter Financial Planning member

Let’s get started

Contact our friendly team today and they’ll be happy to guide you through next steps.

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