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OUR SERVICES

We listen to your concerns, opportunities and future hopes and provide financial resources, guidance, management and gentle encouragement.

Our Process

Stage 6 Ongoing Service

Regular reviews

If you choose, we'll meet on an ongoing basis to assess your strategy and implement the next steps in your plan.

Stage 1 Understanding & Analysis

Your goals

We establish your life goals, personal circumstances, aspirations and concerns.

Stage 2 Understanding & Analysis

Your information

We collect all relevant personal and financial data and establish your perceived risks.

Stage 5 Advice and Implementation

Implementation

We agree the plan to implement the strategy to help you achieve your objectives over a given period of time.

Stage 3 Understanding & Analysis

Analysis

We assess your current position and how have arrived there, with the intention of making a recommendation on the type of products that will best suit your needs.

Stage 4 Advice and Implementation

Design your strategy

Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to get you where you want to be.

Listen

We listen to your concerns, opportunities and future hopes and provide financial resources, guidance, management and gentle encouragement.

Openwork

Openwork is a well-established financial services distribution company supporting hundreds of firms, like ours, around the UK.
 

Being part of Openwork gives our business the support we need to do what we do best - giving you high quality professional financial advice.

client login

If you are one of our clients and you hold an investment on the Platform. You can logon here.

Value for money

We feel it is important to be transparent as we deal with your money and give you an honest approach.

ALM Financial Ltd

49 Church Street, Portadown, Co.Armagh BT62 3EU

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T: 028 3839 3050
F: 028 3839 3080

E: info@almfinancial.co.uk

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Approved by The Openwork Partnership on 30/08/2024

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Andrews Loynton & McCulla is a trading style of ALM Financial Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Registered address 49 Church Street, Portadown, Co. Armagh, BT62 3EU. Registered Number: NI701108.

 

The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

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Approved by the Openwork Partnership on 15th February 2023

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