Almond Financial Ltd - Lincoln

James Riley

Lewis gave me lots of help creating a strategy to set myself up for future financial success. He explained everything in a calm, factual manner and really helped me understand what I am doing. Would thoroughly recommend.

Jeremy Fisher

On retirement I had a mix of DB and DC pensions, general investments and cash which Sam advised me on. Sam spent a good deal of time working through my financial situation and my projected requirements and developed a tax efficient and risk appropriate pension and investment plan for me. As we worked though developing the plan Sam always explained the reasons behind his recommendations. I found Sam to be thorough, professional and personable.

Grant Cowe (TheWardrobeGamer)

Joe and Almond as a whole have been phenomenal at searching for, acquiring and monitoring our remortgage deal. Could not thank him enough, the mortgage check they do ended up saving us £50 a month between the start and end of the process.
Could not recommend them enough!!

Richard Cherry

My wife and I have been using Sam Robinson for financial advice and retirement planning for the last 4 years. During this time, the entire team at Almond Financial have always been very friendly, proactive, knowledgeable and quick to respond to our questions and requests.

Sam’s warm personality and willingness to spend time explaining complex issues sets him apart from many advisors, but it has been his professionalism and extensive knowledge that has been invaluable in helping us define an investment strategy suited to our needs.

We would have no hesitation in recommending Sam to anyone looking for practical and balanced financial advice.

Matteo

Sam is the most available, professional and trustworthy financial advisor I ever had the luck to meet. He helped me make sense of the world of investments and setup an ISA that is very easy to manage and control. He even went above and beyond in helping me understanding my pension situation and set up an easy to action plan, now finally knowing exactly where I'm going and how I'm getting there.
I would highly recommend Sam to anyone looking for a financial advisor.

Clive Day

We first got to know Sam not long after my diagnosis with cancer in March 2020. Prior to a random Google search we had never heard of him or knew anything about him. We chose well. His reliability, professionalism, pragmatism has proved invaluable and, yes, he's a likeable, re-assuring guy as well!
Just as importantly, he is supported by a small team of friendly, client-focussed, knowledgeable and reliable people.
Sam and his people now manage all our pensions and investments as part of their association with the Quilter group.
I worked in financial services myself for around 30 years and during that time I invariably had meetings with a number of, mmm... interesting characters shall we say. So I feel I can easily spot the wrong sort. Sam however is a rare find and 100% genuine.
Unquestionably he works hard to remain at the top of his game. He is knowledgeable, client-focussed and importantly, his pragmatic approach ensures that he gets to the crux of what needs to be done with no 'faffing' around.
Statistically I will move to greener pastures a good few years before my wife. I am completely reassured however that following my passing, the financial interests of my wife and other loved ones who I will be introducing to him will be adequately protected now and in the future.

Tim McCall

Sam Robinson of Almond Financial Ltd has been providing financial advice to my wife and I for the last few years. He developed an excellent comprehensive investment strategy for us as we reached retirement and consolidated various pension plans in line with this strategy. He is always available to provide guidance and deliver quality advice. He is willing to spend time to explain complex issues in a clear way and we have learnt to trust his judgement over the years. I would recommend him to anyone seeking a sound financial advisor. He gives you 100% commitment, unsurpassed knowledge, integrity and advice that stands out from any other financial adviser I have ever met.

Leonardo Carvalho

Lewis Chapman from Almond Financial has been very professional, helpful, and transparent. I was very pleased with his advice and I would suggest his services for anyone seeking support with pension related matters.