Almond Financial Reviews 

So far I have excellent service from Sam and the team.
Sam recently changed my fund and it seems to have paid dividends.
Early days yet but things are looking promising (especially during the current climate).

Sam and his Team have been great. I was nervous about messing around with my pensions, but Sam clearly explained the options and showed me how much more I could receive - both monthly and a lump sum. Thank you Sam. Much appreciated.

I was looking for a way to re arrange my pension to suit my retirement.plans. Having spoken to several advisors, it became clear that Almond Financial really understood my goal and were the most proactive in helping to find a practical solution. Nothing is guaranteed in the financial world but I am confident that we have come up with a sustainable plan which will allow me to get on and enjoy retirement rather than worrying about my finances. Maybe my confidence in the future is underpinned by the time and effort Sam put into making sure I fully understood everything in good old plain English.

Sam and his team have and continue to provide clear and concise advice and excellent customer service. Sam has been excellent at understanding us and our future goals. We have built a trusted relationship and would highly recommend Sam and his team they go above and beyond.

Excellent customer service together with easy to understand pension and financial planning advice.

I am very pleased with the performance of Almond Financial. Sam gave us just the right pension advice, he has been both thorough and professional throughout our dealings.

Following a very informative and thorough pension review with Sam I was very happy to transfer my pension across for Almond to manage and advise. Both myself and my wife have been extremely impressed with Sam's friendly, knowledgeable and professional attitude. He explains everything throughly and in a way that even a non-financial aware person as myself can understand. The transfer of my pension fund went well, any issues were quickly dealt with by Sam's excellent team and I am very happy that I made the decision to move. over to Almond.

Sam is a very personable guy, well informed and someone I feel I can trust. I am happy to have him looking after my pension savings.

Sam gave me confidence from the moment we met in dealing with my pension. He talked in terms that I could understand and I didn't feel pressurised to make an immediate decision. He explained all the risks and benefits and made sure I fully understood the decision I was making. He kept me up to date with the process I feel very confident with Sam & the team to look after my finances and I know I can call them at any time if I have any worries.

I had been dithering for a few years what to do with my pension. The company I had paid into didn’t do draw down for a monthly sum. I approached Almond Financial and was pleasantly surprised. Sam is knowledgable and explained very clearly my options so I could make a suitable choice. It is very important these days to find someone you trust with your hard earned pension and I felt Sam and the team are very trustworthy. My pension was drawn down as promised and I was very happy with the service. Sam made me feel welcome to approach him in the future with any financial questions or queries I may have.

Sam provides clear advise without pressure. His advise has paid for itself within weeks.

Really individualised customer service. Excellent forms of communication using all modes of techlogy to support meetings e.g. secured online meetings, friendly reminders of appointments, good to know information about money updates etc. Particularly pleased with relationale involvement with finacial team. When they say they will do something, they do it! Really important in amongst unique times such as these. Can't say more about how pleased we are to be with them.

I can't recommend Sam highly enough. He's transparent, straight-talking, clear and passionate about his work. He has helped me and my family sort out a very complicated situation in an impressively short period of time. I've felt supported and in the know about what is going on ever since I switched to Sam which is something I can't be more appreciative of. His fees are reasonable (and he's upfront about them) and he has the experience/contacts/passion to help with lots of different aspects of financial management.