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.
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
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.
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.
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.
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.
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
Sam is a very personable advisor, and one with high integrity that I knew I could trust with my company and personal information. He provided solid advice, tailored to my needs and comes thoroughly recommended by me.
Richard, Chartered Surveyor
Pension & Investment Services
What were the circumstances that caused you to look for a financial adviser?
Pension transfer.
How did Samuel Robinson help you?
Sam asked lots of questions and provided unbiased easy to understand advice which suited my needs. Various options were presented making it easy for me to choose the most suitable one to achieve my requirements.
Have you seen the outcome you were hoping for?
Transfer went very smoothly and the investments appear to be performing as expected.
Verified Client, vouchedfor
Pension & Investment Services
What were the circumstances that caused you to look for a financial adviser?
Needed to sort out my personal investment pension.
How did Samuel Robinson help you?
Sam sorted out an old investment pension that had been left untouched for some time and wasn't working for me, and improved it. He has also offered other impartial financial advice whenever I have needed it, even on things that I am not directly working with him on.
Have you seen the outcome you were hoping for?
Yes
Verified Client, vouchedfor
Pension & Investment Services
What were the circumstances that caused you to look for a financial adviser?
I wanted to safeguard my family in case of anything bad happening to me or my wife.
How did Samuel Robinson help you?
He spent the time to help us understand our needs and what level of cover we would require to satisfy them.
Have you seen the outcome you were hoping for?
Yes, our family is now fully protected should the worst happen.
What could they have done better?
Nothing. He came out to visit us, took the time to really listen and ask thought provoking questions and the follow up service was extremely thorough also.
Verified Client, vouchedfor
Pension & Investment Services
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.
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.
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.
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.