INVESTMENTS KNOW YOUR OPTIONS
Whether you are looking to start a new investment for a specific goal or already have a portfolio you would like professionally reviewed, we can help.
With new investments, whether regular savings or a cash lump sum, we recommend a suitable product and strategy appropriate to your personal circumstances and objectives. We take key areas such as risk, charges and tax efficiency into account.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
SIMPLE & CLEAR CUT ADVICE WITH AN ILLUSTRATED FINANCIAL FORECAST
We will understand your goals and what you’d like to achieve. We identify the suitable level of investment risk, we review tax efficiency and also calculate charges to ensure your investment strategy is right for you.
The steps we take
Situation & Goals
We meet to discuss your current situation, your future goals and the retirement you want.
Research & Model
We explore all the options available to us and model the right plan with a detailed and illustrated forecast.
Recommend & Implement
Present our recommendation and evidence how it will achieve the retirement and lifestyle you deserve.

ALMOND FINANCIAL FOR EVERYBODY
We pride ourselves on being able to help everyone. Whether you’re starting out or have an existing portfolio, we can help.
Initially we discuss what you want to achieve and assess your attitude towards risk. When looking at new investment or reviewing any existing portfolios; we analyse areas such as risk, tax, and charges to ensure your investment strategy is right for your goals.
