0330 038 8941
Based in Tywyn
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FCA status: Certified by Firm
Eleanor is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Eleanor's status
Last checked: 27 March 2025
Eleanor is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Eleanor's status
2
Recent Client Reviews
Eleanor has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Eleanor has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Eleanor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Eleanor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Eleanor has not yet added their fees to their profile
Fees not yet added
Eleanor has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Eleanor is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Eleanor's status
Last checked: 27 March 2025
Eleanor is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Eleanor's status
2
Recent Client Reviews
Eleanor has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Eleanor has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Eleanor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Eleanor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Eleanor has not yet added their fees to their profile
Fees not yet added
Eleanor has not yet added their fees to their profile
With 20 years experience in Financial Services and Banking, I provide a personalised Financial Planning and Wealth Management service; offering tailored independent impartial advice across the whole of the market. I specialise in providing bespoke advice covering all areas of personal and commercial financial planning, including Investments and Savings, Pensions and Retirement Planning, Protection and Inheritance Tax Planning. I am committed to providing the highest possible standards of service; reputation and client satisfaction are central to my business strategy. I believe in doing what's right, in a fair and honest manner. I enjoy working with my clients to identify what is truly important to them and creating a bespoke financial plan to support them in achieving their goals. I pride myself on being friendly and approachable and providing advice that is clearly explained and simple to understand, along with offering a reliable, consistent and continuous service. I am passionate and committed to supporting and serving my local community, providing long term value and making a lasting positive difference in both my client’s and their families lives. Outside of work I enjoy family time with my partner Ben and our three children, along with keeping fit and baking. Weekends are spent watching my son and step-daughter play football all over Wales and supporting our local football club. I am based in Mid-West Wales primarily covering Aberystwyth, Dolgellau, Tywyn, Aberdyfi, Machynlleth, Llanidloes, Barmouth, Bala and the surrounding areas. I welcome the opportunity to meet with clients both old and new and can be contacted on 07765 030601 or eleanor.almonte@afhgroup.com
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Eleanor's clients
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