Response rating
10/10
FCA verified
13th November 2017

Almary Green Investments Limited

Independent Financial Adviser Almary Green Investments Ltd, 52 Alexandra Road, Suffolk, Lowestoft, NR32 1PJ
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
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Matthew Beck
Independent Financial Adviser
Steve Jones
Consultant
Accreditations
Chartered Financial Planner
Where to find us
About us

Almary Green was set up in 2001; the firm now has around £300,000,000 of clients’ funds under advice.

Our services

At Almary Green, we've tried to break the mould. We’re proud of our reputation for saying it like it is.

Advice methods
  • phoneButton
    Telephone
  • 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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