About Almond Financial

After leaving school at 16 and becoming a chef, Sam longed for a client facing career, in 2010 he started working in customer service roles while completing his mortgage qualifications. Sam joined financial services in 2012, working for RBS, starting in Customer Services, later to a Mortgage Advisor with NatWest whilst completing his pension and investment qualifications. Once qualified Sam left the bank and joined a local IFA practice gaining experience in providing advice on Pensions and Investments. In 2016 Sam started Almond Financial and grew the team to where it is now. Sam achieved Chartered Status with the LIBF in 2022.

In his spare time, Sam enjoys going to the gym and holidays.

Emma has over 18 years of mortgage advising experience along with management and compliance experience 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 you. Emma enjoys helping her clients buy their first home, move home, or save money on their existing mortgage. Emma has recently completed her Level 4 paraplanning qualifications to provide support within the wealth side of the business and support within the management side of our growing team.

In Emma’s spare time she enjoys spending time with her family and friends and keeping fit by going to the gym.

Lewis started his career in Financial Services in 2016 becoming a paraplanner for a small IFA firm. He joined Almond Financial in January 2020.

He has achieved his Level 4 Diploma in Regulated Financial Planning.

Outside of work, Lewis enjoy socialising and riding his motorbike in the warmer months.

Joe began his career in Financial Services in 2018, working for a popular Insurance and Investment organisation in the UK as a Consultant. He was supporting a panel of Financial Advisers throughout the Midlands and South Yorkshire, which gave him a great insight into best practice for Advice. With a background in customer service, Joe then Qualified for CeMAP and began Mortgage Advice in 2021 so he was able to begin helping clients directly. Outside of the office, Joe loves exercise, spending time outdoors and valued time with family and friends.

Jake has worked for Almond Financial since the summer of 2020.  This is his first role within the financial industry, having begun his career in property law.

He is currently studying towards becoming a qualified paraplanner to progress his skills and knowledge in the financial world.

Outside of work, other than spending time with his family and French bulldog ‘Jeffrey’, Jake is a keen basketball player and has played for more than half his life.  He also enjoy socialising with friends and going for (not so long) walks, as anyone with a Frenchie knows long walks are not a thing.

Ryan joined Almond Financial in February 2023 as a junior paraplanner after achieving the Level 4 Diploma in Regulated Financial Planning through self-study. Prior to this, Ryan had a 10-year career as a research scientist; notable highlights include completing a PhD in Chemistry at Cardiff University and working in Beijing for two years. Outside of work, Ryan enjoys reading, boardgames, and spending time with friends and family

Joshua Joined Almond after graduating from the university of Lincoln with a First-class degree in Banking & Finance. This is his first role in the financial services. Joshua enjoys Quizzes, spending time with friends and looking after his dogs in his spare time.

Maddison is our youngest member of the team having finished full time education with 9 GCSEs and Core mathematics AS qualification. Maddison has recently passed her Mortgage qualifications and currently is completing her apprenticeship to become a fully qualified Mortgage and Protection consultant. Maddison has a keen interest in the home buying process and is looking forward to working with clients to help them achieve their objectives. In Maddison’s spare time she enjoys spending time with her friends, having days out and keeping fit at the gym.