We're here to help your money grow

Pension, Investment & Mortgage advice

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

Committed to Clarity

No confusion, zero gobbledygook

There’s something different happening at Almond Financial. We’re committed to a better, smarter, more open way of delivering quality financial planning. We promise you friendly and efficient advice that will help your investments thrive. Using all the tools and techniques of the digital age, we’ll help you see your money clearly and choose exactly what’s right for you.
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.

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.

We’re proud to be highly rated on TrustPilot, Vouched For and Google.

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

Approach retirement with confidence. Using detailed research and cash flow modelling, we’ll create a pension plan that’s just right for you.
Pensions

Defined Benefit

We’ll help you get to grips with the details of your benefits and guarantees – and we’ll advise you on the best steps to take.
Defined Benefit

Investments

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

Financial Planning

We’ll advise you on using your assets to maximise income. You’ll soon have a clear view of what you could expect in retirement.
Financial Planning

Mortgages

Whether you’re a first time buyer, home mover or re-mortgager, we’re always ready with expert Whole of Market mortgage advice.
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

We’re here to help our clients see their money grow. It really is as simple as that.

As experts in pensions, investments and mortgages, we guarantee you a high-quality service, delivered by a team who act with integrity and care. We’ll understand your long-term financial goals, offer advice that’s tailored to your needs and treat your money as if it’s our own. We want you to feel safe and in control at all times, knowing that your personal advisor is always on hand to help.

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

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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