Almond Financial

Who we are

Almond Financial is a trusted provider of pension, investment, and mortgage advice based in Lincoln, UK. Founded in 2016, we have built our reputation on offering clear, reliable financial guidance that truly works for the future of our clients and their families. Our approach is straightforward and honest, ensuring that every piece of advice is tailored to meet individual needs without unnecessary complications.

Our team

Our team is a group of around 15 dedicated professionals who are passionate about delivering quality financial solutions. Each member brings a wealth of expertise and a commitment to helping clients understand their financial possibilities. Working in a collaborative and supportive environment, our team continuously adapts to industry changes while maintaining a personal touch in every client interaction. We believe that a small, agile team can make a big impact, fostering both professional growth and a genuine sense of community.

Our values and mission

At Almond Financial, our mission is to empower clients through personalized financial planning and transparent advice. We operate with integrity, clarity, and a steadfast commitment to excellence. Our core values are reflected in everything we do: we value accountability, prioritize clear communication, and focus on long-term financial security. We are driven by a commitment to demystify financial planning, ensuring that our advice not only meets regulatory standards but also genuinely helps our clients make informed decisions for their future. Our work is centered around practical solutions, risk awareness, and building trust with every interaction.

Employee benefits

We understand that a balanced work-life dynamic is crucial for both personal and professional success. Almond Financial offers a reduced working hours schedule of 32 hours per week, providing flexibility and time for employees to recharge. Our benefits include:

• A flexible remote working policy that allows employees to work from anywhere.
• A supportive environment with minimal unnecessary meetings, enabling focused work time.
• Access to professional development opportunities to help enhance skills and grow careers.
• Comprehensive healthcare and parental leave options to support personal well-being.
• Mental health support services to ensure overall employee wellness. These benefits are designed to create an environment where every team member can thrive, knowing they are supported both at work and in life. By fostering a culture of transparency and mutual respect, Almond Financial ensures that every employee feels valued and empowered to contribute to our shared success.