Eleanor Almonte

Eleanor Almonte

AFH Wealth Management

Minimum savings/pensions: Over £50,000

0330 038 8941
Based in Tywyn
View location

Verified since: October, 2023

5 out of 5

7 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    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

    Verified reviews: 100%

    Eleanor has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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

    Fees not yet added

    Eleanor has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    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

    Verified reviews: 100%

    Eleanor has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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

    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).

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