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.
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
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.
