Almond Financial Reviews 33

TrustScore 4.5 out of 5

4.7

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Rated 5 out of 5 stars

When dealing with Lewis I found him to be very helpful and I always felt I was given sound advice and dealt with very professionally. He always made sure that I was comfortable and satisfied with th... See more

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

We were recently looking for advice and help to access my husband’s final salary pension, a task which can be very daunting. We were very pleased to have found Almond Financial who were professional... See more

Rated 5 out of 5 stars

Sam and his team helped me with a very difficult pension transfer. Their expertise and efficiency was vital in me succeeding where others were highly likely to fail. I would have zero doubts in giving... See more

Company replied

Company details

  1. Financial Consultant
  2. Financial Planner
  3. Mortgage Broker

Written by the company

By investing our time to understand YOUR situation, we can offer the best advice so you can make the right investments for you and your loved one's future. We pride ourselves on helping you to thoroughly comprehend your financial situation and the options available to you by eliminating unnecessary complications, offering a bespoke solution, and handling your case with integrity and care. Services we offer are Pensions, Final Salary, Investments, Mortgages and Protection.


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

33 reviews

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Rated 5 out of 5 stars

Very Professional company a pleasure to deal with

When dealing with Lewis I found him to be very helpful and I always felt I was given sound advice and dealt with very professionally. He always made sure that I was comfortable and satisfied with the advice and information given.
Also received a surprise package over the Christmas from them which was totally unexpected.

9 December 2025
Unprompted review
Rated 5 out of 5 stars

Phenomenal Service

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!!

3 April 2024
Unprompted review
Rated 5 out of 5 stars

Final Salary Pension transfer.

Sam and his team helped me with a very difficult pension transfer. Their expertise and efficiency was vital in me succeeding where others were highly likely to fail. I would have zero doubts in giving Almond financial a referral and already have to numerous friends. The whole team operates at such a high level and its great to see.

1 October 2022
Unprompted review
Almond Financial logo

Reply from Almond Financial

Thank you for your review, Michael, it is greatly appreciated, kind regards Sam

Rated 5 out of 5 stars

Superb personal guidance on complex pension arrangements

Having enjoyed two conversations with Sam Robinson I have no hesitation in recommending him to others. His helpful questioning and guidance supported me through a complex web of pension questions. He helped me see the crucial matters from the peripheral and enabled my decision making. I feel so much more confident about the options going forward. If you are struggling to interpret pensions - ring Sam - I am confident he can guide you through.

13 October 2022
Unprompted review
Almond Financial logo

Reply from Almond Financial

Thank you for your review, Rob, it is greatly appreciated, kind regards Sam

Rated 5 out of 5 stars

We totally recommend Almond Financial - here's why

Our overall experience of Sam at Almond Financial was excellent. In particular, his ability to accurately assess our current position and provide reassurance about our financial future. This enabled us to have total confidence in the way forward and Sam's recommendations. On a practical level all our interactions with Sam, throughout the whole process, were highly productive and efficient. Put simply, don't bother going anywhere else.

20 September 2022
Unprompted review
Almond Financial logo

Reply from Almond Financial

Thankyou Sarah, your feedback is great appreciated, regards Sam & the team

Rated 5 out of 5 stars

Pension Advice

I received superb support and guidance relating to my pension enquiry. The service and information I was given ensured the changes to my finances were completed with clarity and in a timely manner.

16 August 2022
Unprompted review
Almond Financial logo

Reply from Almond Financial

Thankyou, your feedback is great appreciated, regards Sam & the team

Rated 5 out of 5 stars

Faultless

Almond Financial were recommended to me by a friend who couldn't speak highly enough of Sam and the team and I have to say I agree 100%.
Everything is explained carefully and clearly, whatever time is needed is taken - no rush, no pressure, no gaps.
I have had a superb experience with Almond and I look forward to many more productive and rewarding years ahead.

9 May 2022
Unprompted review
Almond Financial logo

Reply from Almond Financial

Thankyou, your feedback is great appreciated, regards Sam & the team

Rated 5 out of 5 stars

Above and Beyond

Sam Robinson and his team at Almond Financial Ltd have gone ‘above and beyond’. They have just completed a complex DB pension transfer for me against an incredibly tight time deadline with minimum fuss and maximum engagement. Sam ‘held our hand’ throughout the process with patient forbearance, keeping us informed at each step of the way and ensuring that we understood all that was involved - no small matter given the case’s complexity. Completing the task ahead of the deadline required unstinting effort and focus which were amply demonstrated, and for which I am enormously grateful.
Without hesitation I would recommend Sam and his team at Almond Financial Ltd

31 January 2022
Unprompted review
Rated 5 out of 5 stars

Happy customers

We were recently looking for advice and help to access my husband’s final salary pension, a task which can be very daunting. We were very pleased to have found Almond Financial who were professional, diligent and friendly. Sam and his team guided us through each stage which was extremely helpful and put our minds at rest. We were provided with regular updates and everything was explained along the way. All the hard work paid off and we are now very pleased with the results.
We would recommend this company very highly.

11 August 2021
Unprompted review
Rated 5 out of 5 stars

Early retirement

I cannot speak highly enough of Sam and his team especially Jake. I was looking at early retirement and Sam took his time to explain everything clearly to me and found me the best deal so I could take early retirement. Jake kept me fully updated all the time . I would highly recommend Almond to all of my friends.

6 July 2021
Unprompted review
Rated 5 out of 5 stars

Sam was recommended to me and I have…

Sam was recommended to me and I have found him to be extremely professional and personable. His advice had been excellent and I would also not hesitate in recommending him to anyone looking for sound financial advice.

3 June 2021
Unprompted review
Rated 5 out of 5 stars

Pension

When dealing with something so important as Pension provision you need to get as much expert advice as possible. I interviewed six providers and Almond Finance were from, the outset, the clear leaders. From my first contact I felt they had the expertise and more importantly gave me the confidence to let them act on my behalf.

22 April 2021
Unprompted review
Rated 5 out of 5 stars

Invaluable help with difficult DB Pension transfer

The road to completing my pension transfer was not an easy one. I would even go so far as to say it was incredibly stressful at times, as trying to get accurate and timely information from my work pension schemes was difficult, to say the least. However, Sam and his team persevered and ensured we got all the information needed that ultimately led to Sam's recommendation to transfer away. Honourable mentions for Lewis and Jake too, who were wonderful at keeping me updated throughout the process. I also appreciate the ongoing work that Sam is doing to keep in touch and ensure my needs are always met going forward. I feel I can contact him and his colleagues with any questions and nothing is too much trouble. I have full confidence in Sam's knowledge and abilities and, based on my own experiences, would be happy to recommend Almond Financial to others.

19 April 2021
Unprompted review
Rated 5 out of 5 stars

Great result

Thanks to Sam. Jake. and Lewis for making the process easy. I had a defined benifits pension with my previous provider. Sam found me a great annuity deal which I am now enjoying. Jake and Lewis kept me updated along the way answering any questions I had. I would recommend Almond financial to anyone.

16 March 2021
Unprompted review
Rated 5 out of 5 stars

PENSION ADVICE with the help I…

I am very pleased with the help I recieved fro Sam when i wanted some advice about my pension, he was very good at listening and gave me good advice on what I wanted. He kept me updated at all times and I am so pleased I chose Almond Finance I also recommended him to some work colleagues to assist them with there pensions when they leave work this year. Thank You

11 March 2021
Unprompted review
Rated 5 out of 5 stars

Trusting with Money

Trusting someone with your money is a big decision made simpler when you have confidence in the advisor. Sam is always at the end of a phone to give sound financial advice and answer questions in plain every day language.

10 March 2021
Unprompted review
Rated 5 out of 5 stars

Good company-Professional and caring

I recently retired early and decided to explore transferring my work pension into a drawdown pension.Sam and his team took their time to explain the pro/cons taking great care to ensure that I understood everything.They were always timely in informing me re the progress of the transfer.If I had any questions they responded immediately.I think Sams team provide that professional reassurance you want when making a big decision.The investment they recommend is performing well.I used to work in customer service so recognise what good looks like and this firm is good.I would highly recommend them

27 November 2020

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