Reasons For Using Almond Financial

We guarantee to act with integrity and care, to understand your long term financial goals and provide you with a recommendation that’s tailored to your needs.

Almond Financial INVEST FOR YOUR FUTURE

By investing our time to understand YOUR situation, we can offer the best advice so you can make the right investments for you and your loved one's future.

We pride ourselves on helping you to thoroughly comprehend your financial situation and the options available to you by eliminating unnecessary complications, offering a bespoke solution, and handling your case with integrity and care.

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Our Mission

OUR MISSION IS TO GET YOU BACK IN CONTROL OF YOUR FINANCES, AIMING TO GET YOU MORE IN RETURN.

Our Values WE LISTEN TO YOUR PRIORITIES

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UNDERSTAND MY SITUATION

NEVER CUTTING CORNERS

We invest the time required to understand your situation. Gathering all the information we need to know your priorities, your current finances and your future goals.

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SOLVING MY PROBLEMS

KEEPING EVERYTHING SIMPLE

We break everything down, never over‑complicate our advice and keep everything as simple as it needs to be before solving your problems.

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EDUCATE ME

SHARING OUR KNOWLEDGE

We’re always happy to share our knowledge to educate you every step of the way, so you feel in control of your decisions and aware of the products you’re using.

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RESPECT MY ASSETS

TRUST IS EVERYTHING

We deliver our service with integrity and care, respecting all the assets that you have worked hard for and doing everything we can to deliver growth.

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Our Mission

OUR MISSION IS TO GET YOU BACK IN CONTROL OF YOUR FINANCES, AIMING TO GET YOU MORE IN RETURN.

DONT JUST TAKE OUR WORD FOR IT

Reasons Why Our Team

SAMUEL ROBINSON, DipFA FINANCIAL ADVISOR, PRINCIPAL

With a passion to help people plan for a stronger financial future, Sam has over 6 years' experience advising clients on the right products that match their short or long term needs.

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SALLY HARDY, LLB Hons, DipPFS PARAPLANNER

With a Diploma in Regulated Financial Planning, Sally brings a wealth of experience to the team to provide day to day support for our existing clients' pension and investment needs.

EMMA ASHBY, CeMAP MORTGAGE & PROTECTION CONSULTANT

Emma brings 15 years' of mortgage advising experience, as well as heading up compliance from a previous role in a high street bank. Emma has an eye for detail and technical knowledge to find and recommend the right mortgage and protection solution for your needs.

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OUR SUPPORT TEAM & NETWORK CONTINUALLY FOCUSSING ON EXCELLENT CUSTOMER SERVICE

We have an outsourced team of experienced and specialist administrators, who are experienced in specific areas of finance. Working together, we can deliver our service as efficiently as possible without cutting any corners. Separate from this, we are also apart of the Quilter Financial Planning Network, giving us the help and support of one of the largest Financial services firms to ensure we deliver excellent customer outcomes time and time again.

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UNSURE WHERE TO START?

No problem, send us an enquiry we’ll only be happy to get back in touch to see how we can help.

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 PREPARED FOR THE FUTURE?

This guide outlines 3 crucial things that people don't know about pensions. Get your copy now and receive insight into the knowledge you need for a successful financial future.

ARE YOU FINANCIALLY