Whether you want to start a new investment or have an existing portfolio you’d like to have professionally reviewed, we can help.
Are you thinking of making a new investment, either with regular savings or a cash lump sum? If so, our dedicated team have the knowledge and experience to recommend a product and strategy to suit your goals and personal circumstances. We’ll talk to you about risk, charges and tax efficiency to make sure we find a solution that’s spot on for your needs.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.
More and more people are asking us about sustainable and ethical investments. If that sounds like you, we’re happy to help. We’ll work with you to pinpoint environmental and socially responsible funds that are related to your own specific values.
This kind of investment is a key part of the move towards a growing, cleaner economy with a higher rate of efficiency and a reduced carbon-based environment.
Discovery & goals
Research & model
Recommend & implement
Customers at our heart
We treat your investments as if they’re our own
Friendly and efficient advice to help your investments thrive – it’s what we’re all about. The proof is in our customer feedback. It’s important to us that you understand your options as well as we do, so we cut out unnecessary complications and handle your case with integrity and care.
“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
“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
“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
“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
Annual reviews will keep you on track
Regular annual reviews are really important for keeping your personal financial plan on track, including looking at any changes in your circumstances.