Lincoln-based Almond Financial Ltd has been named as one of the top-performing financial specialists in the East Midlands.
The brainchild of Director Samuel Robinson, Almond specialises in pension management and retirement planning. The firm has just been named as finishing 14th in the East Midlands following an internal report by Intrinsic, out of more than 250 firms. This is based on the number of clients helped within the first quarter.
Sam Robinson said: “We’re delighted to have been placed 14th in the region. For a firm so young and competing against companies that have many more advisors, we feel strongly that this shows our innovative approach is working.”
Following this news, Almond has also welcomed Sally Hardy to the team as a Paraplanner, expanding the firm’s financial and customer-focused expertise. Sally brings experience from the world of financial advice to Almond, supporting the pensions and investments capability of the firm.
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This post first appeared on Lincolnshire Chamber of Commerce website.
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