PROTECTION PROTECTING YOU AND ANY DEPENDANTS
Are you confident you have the right financial protection against unexpected and potentially devastating events that could risk you losing your home, your standard of living and your children’s future?
You may feel that you do not need any protection for yourself, however there may be others that depend on you financially such as your partner, children and relatives. Whether you know the type of cover you need or not, we can help. The cost of protecting you and your family against the unthinkable may be more affordable than you think.
WE LOOK AT YOUR WHOLE CIRCUMSTANCES, NOT JUST ONE AREA
We will make sure that any risks you have, irrespective of whether you are aware of them or not, are illustrated and protected.
The steps we take
Fact Find & Situation
We’ll discuss your current circumstances and gather all the necessary documentation on any existing cover.
Research & Review
We compare insurers’ criteria along with the most competitive products available and analyse existing plans.
Recommend & Apply
We recommend the most suitable policy and provider, then complete the application to the insurer on your behalf.
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 PROTECTION FOR EVERYBODY
We pride ourselves on being able to help everyone. Whether you have a family, dependants or not, we can help.
Initially we discuss circumstances and any known areas of concern, including your budget and expenditure. We then provide you with a detailed recommendation on the necessary protection to keep you and any dependants financially secure.
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.