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BEST RATED LINCOLN, UK FINANCIAL SERVICES

3 Best Financial Services in Lincoln, UK

Expert-recommended Top 3 Financial Services in Lincoln, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Almond Financial Ltd.
Almond Financial Ltd.
Almond Financial Ltd.
Lincoln financial services Almond Financial Ltd. video
5+ YEARS IN TBR
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ALMOND FINANCIAL LTD.

(4.8 Score)
Unit J1, First Floor, The Point, Weaver Road, Lincoln LN6 3QN, UK Directions

Since 2016

Speciality:

✓ Pension Advice ✓ Defined Benefit ✓ Final Salary ✓ Investments ✓ Ongoing Advice ✓ Financial Planning ✓ Mortgages and Protection ✓ Retirement Planning ✓ Wealth Management

“Almond Financial Ltd is fully insured to guide people toward a better understanding of their financial situation & personal options before recommending the right plan to facilitate their goals. Samuel Robinson is the financial adviser and principal of Almond Financial Ltd. They pride themselves on helping you comprehend your financial situation thoroughly. They understand your long-term financial goals to provide you with a recommendation tailored to your needs. They can help you create a financial plan that works for your future and that of your loved ones. They are committed to providing the best advice and offering bespoke financial solutions that align with your goals.

2025 Update: They are committed to a better, smarter, more open way of delivering quality financial planning.”

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Registration 10318241

Contact:

01522 581909

Mon-Thu: 9am - 5pm
Fri: 9am - 12:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Tunstall Financial Management
Tunstall Financial Management
Lincoln financial services Tunstall Financial Management video
5+ YEARS IN TBR
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TUNSTALL FINANCIAL MANAGEMENT

(4.8 Score)
5 The Fields, Washingborough, Lincoln LN4 1FY, UK Directions

Since 1997

Speciality:

✓ Pension ✓ Investment ✓ Saving ✓ Mortgage and Protection

“Tunstall Financial Management is passionate about building long-lasting relationships with clients. They are committed to providing a unique, personalised service to every customer. They help people articulate and quantify their dream lifestyle, and then they help them achieve as much of it as possible. They will take great care in their discussions around the potential implications of death, long-term illness, and injuries on your finances. They provide pensions and investment recommendations to individuals and businesses. They arrange your savings, pensions and life assurance policies into a coordinated plan. They provide professional financial advice to people who are looking for help and guidance in setting and achieving their financial goals. You can contact them today to request an initial 30-minute call with James.

2025 Update: They provide financial advice on ISAs, pensions, mortgages, investments and protection.”

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Registration 14133335

Contact:

01522 700884

Mon-Fri: 9am - 6pm
Sat: 9:30am - 4pm
& Sun: Closed

TBR® Inspection Report:

Tower House Wealth Management
Tower House Wealth Management
Lincoln financial services Tower House Wealth Management video
3+ YEARS IN TBR
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TOWER HOUSE WEALTH MANAGEMENT

(4.7 Score)
Tower House, Lucy Tower Street, Lincoln LN1 1XW, UK Directions

Since 1991

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Inheritance Tax ✓ Gifts ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Pension Reform ✓ Corporate Planning ✓ Shareholders ✓ Employee Benefits ✓ Corporate Pensions ✓ Tax Mitigation ✓ Exit Strategy ✓ Will Writing ✓ Protection Planning ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration

“Tower House Wealth Management offers financial planning solutions aimed at helping their clients achieve their goals by providing a range of services and expertise that support them in their endeavours. Sam Tindale is the managing director of this firm. He is responsible for the day-to-day running of the business and working with its portfolio of clients. Tower House Wealth Management offers a wide range of services, whether you are looking to build, grow, protect, or preserve your wealth. Their clients include high-net-worth individuals, owner-managed and family businesses, corporate entities, and professionals.

2025 Update: They specialise in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.”

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Registration 03103550

Contact:

01522 518759 01522 518760

Mon-Fri: 8:30am - 5:15pm
Sat & Sun: Closed

TBR® Inspection Report:

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ALMOND FINANCIAL LTD. REVIEWS

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.

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.

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.

These reviews are provided for information purposes and to help you make informed decisions.

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TUNSTALL FINANCIAL MANAGEMENT REVIEWS

James has fantastic insight and knowledge. Highly recommend the initial consultation, then make your mind up from there. We have chosen to proceed with all of the recommendations.

James was professional and helpful from the very start. Myself being quite cautious with taking such decisions was put at ease with how informative and easy going his approach is. Immediately James highlighted an aspect that saved us £Ks before we had even really accessed his services. Would definitely recommend and intend on touching base again in the near future.

James was recommended to me by a work colleague after I asked if anyone could recommend a financial advisor. Communication has been excellent, hitting that right note of been both professional and personable. I felt reassured that I was listened to, and advice given based on up-to-date knowledge and expertise . I would highly recommend Tunstall Financial Management for all of your financial needs.

TOWER HOUSE WEALTH MANAGEMENT REVIEWS

Sam has guided me through the pension transfer process and advised me on the salary sacrifice arrangement. He really listened to my long- term plans and short to medium term financial needs and helped to come to a suitable solution tailored to me. Im happy that I have a pension and wider investments that fit my needs and situation.

I have known Matthew for a few years now, Matthew came very highly recommended. I can honestly say we are very very happy with the support and advice Matthew has given us. I have recommended Matthew to a few more friends and I know they are more than happy. I know Matthew has my best interest at heart, very satisfied with everything Matthew does and says. Matthew will always go that extra mile to make sure we are happy with the advice he gives. I do not think I need to say more.

I have been in need of a pension for some time now the thought of working until I die doesn't appeal. I asked Sam Tindale from Tower House Wealth Management if he would be able to give some advice. I found Sam to be most helpful; he comprehensively explain the various options and fully answered all of my questions. I would happily recommend him to anyone considering taking out a pension.

TBR® Inspection Score Report

ALMOND FINANCIAL LTD. Total Inspection Points: 115/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

TUNSTALL FINANCIAL MANAGEMENT Total Inspection Points: 114/120
Business Hours: 8
Complete Info: 8
Reviews Accuracy of : 8
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

TOWER HOUSE WEALTH MANAGEMENT Total Inspection Points: 113/120
Acknowledgements: 8
Business Hours: 8
Business Images: 9
Complete Info: 9
Reviews Accuracy of : 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Standard: 10
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