What our clients say
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.
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.
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.
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 a branch in Lowestoft and the use of an office in Wisbech.
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).