Response rating
7.0/10
FCA verified
18th September 2017

Almary Green Investments Limited

Independent Financial Adviser 7 The Close, Norwich, Norfolk, NR1 4DJ
First meeting at adviser's own cost
Award-winning Chartered firm, caring for clients’ present and future finances, whatever life throws at them. Excellence is our watchword.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Overseas
    • Remortgage
    • Residential
    • Self employed
Meet our advisers
Jim Duvall Dip PFS
Consultant
Hayley Tink FPFS
Consultant
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Robert Clarke Dip PFS
Consultant
Carl Lamb APFS
Managing Director
Accreditations
Chartered Financial Planner
Phil Beck
Independent Financial Adviser
Stephen Biggs
Independent Financial Adviser
Tony Sharpe
Consultant
Jeff Wilson
Consultant
Matthew Beck
Independent Financial Adviser
Anthony Ashton
Consultant
Lewis Easter
Independent Financial Adviser
What our clients say
The service I’ve received from Almary Green has always been very good. They’ve mostly helped with my pension plan but I’ve also consulted them with regard to other investments and financial matters, such as trust funds for my children and ISAs.
G Williams, Norfolk
I have worked with Almary Green for several years and have always found their advice exemplary as is their service - and all delivered in a friendly but straightforward way. I have recommended my friends and business associates to use Almary Green, testimony to their quality service and results.
N Farrow, Norwich
I was a farmer and used to be in the NFU, but I didn’t want all my eggs in one basket. I enlisted the assistance of Jim at Almary Green because I needed help with pension schemes for myself and my husband. I always deal with Jim - he’s brilliant! I can turn to him for advice and I have every confidence in him.
M Caston, Norwich
Where to find us
About us

Almary Green was set up in 2001; the firm now has around £400,000,000 of clients’ funds under advice and a team of 35, including 11 authorised advisers. We were awarded Corporate Chartered Financial Planner status by the Chartered Insurance Institute (CII) in September 2012 – recognised as being the gold standard for the profession. Many of our advisers are individually Chartered and, one of them, Hayley Tink, was named the UK’s Chartered Financial Planner of the Year in November 2012. Our head office is in Norwich and we also have the use of an office in Wisbech.

Our services

At Almary Green, we've tried to break the mould. We’re proud of our reputation for saying it like it is, for putting our clients first and for building the trust of our professional colleagues. We have experts in all areas of advice including investment management, pension transfers and employee benefit schemes. We have advisers who are accredited by Resolution as pensions in divorce specialists, also by the Society of Trust and Estate Practitioners (STEP). Our Later Life advisers are specialists in estate planning and care fee planning and are accredited by the Society of Later Life Advisers (SOLLA).

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Our awards
Compliance

At Almary Green Investments we believe that treating our customers fairly is about delivering a fair outcome to them whilst offering a first class business service.
We are open about the way we carry out our business and how we are remunerated.
We welcome customer feedback on a regular basis.
We encourage all our staff to continue with their professional development.
Our business is our customers, we never forget that.

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