Carl is the Managing Director of Almary Green, and the founder of the business. Carl spent 13 years as a senior consultant with Equitable Life.  His expertise covers all areas of investments, pensions and protection for both individuals and businesses. He has a particular interest in self-invested pensions, and the flexibility they can offer. Carl holds the prestigious G60 pension qualification, and is a Member by Diploma of the Personal Finance Society (Dip PFS).

He was also one of the first financial advisers in the region to be accredited by the Law Society’s Resolution initiative, enabling him to provide advice and services in Collaborative Law cases involving pension assets.

Carl is married with one son and is a keen sailor and skier. He is also a leader of the 8th Norwich Sea Scout Troop and has been involved in scouting for most of his adult life.

Jim joined Almary Green in 2004. He has been an Independent Financial Adviser since 1987 and has a client portfolio incorporating both personal and corporate clients. For the last 10 years he has provided financial advice to the clients of Wheelers Accountants in Wisbech alongside his own personal clients and clients introduced from other professional firms.

Jim provides advice across a wide range of financial services including Investment, Retirement Planning, Protection and Inheritance Tax. He is married with two grown up children and two grandchildren.

He loves watching most sports and still tries to take part when fitness allows! He is a former Chairman of Holt Round Table and former Head Governor of Kelling County Primary School.

Jim has over 35 years’ experience of working within the Financial Services sector, of which 24 years were spent as a sales manager with a leading insurer.

In 1994 Jim set up his own company, Wilkinson Barr & Co, which was based in Ipswich and served the local area and beyond. In 2006 he was convinced to join Almary Green, bringing his existing clients with him and he continues to provide truly independent advice to those clients and many more.

Jim looks after the financial requirements of a mix of individual and corporate clients on a wide range of protection, pension and investment needs.

He continues to live in Ipswich with his wife and in his spare time enjoys sailing and the odd round of golf when time – and the weather - allows.

Peter and his wife Jackie joined Almary Green in October 2009, from Hopkinson Financial Consultancy which they set up in 1995.

Peter brings a wealth of Corporate experience from senior Accountancy and Marketing roles with Cadburys, Bassetts and Norwich and Websters Breweries. He holds the G60 pension qualification and specialises in financial and investment advice for employers and business owners, particularly regarding company pension schemes; and investment and retirement planning for individuals.

He will continue supporting and advising his existing clients and will look to work with new clients, especially in north, mid and west Norfolk.

Peter devotes his spare time to league squash, coastal walks, and good food and wine.

Russell joined Almary Green in 2008.  He specialises in providing advice to clients at or post retirement. His particular areas of expertise lie in the provision of investment planning solutions, inheritance tax mitigation, trust work and long term care funding advice.

The majority of his clients are derived from large corporate connections and introductions from a number of solicitors with whom Russell has worked alongside for many years. 

He is married with two young children and is a keen squash player.

James has been a financial adviser since 1998,  the last 7 years being as an Independent Financial Adviser, with a client portfolio incorporating both personal and corporate clients.

After being a partner in his previous company James chose to join Almary Green due to their emphasis on high level qualifications and wealth of expertise in specific areas of financial planning. Bringing his clients with him he continues to provide truly independent advice. James holds the Certificate in Financial Planning and is currently studying to achieve Chartered status.

He continues to look after the financial requirements of his clients on a wide range of investment, pension and protection needs and is happy to work with any new clients who require assistance in these areas.

Outside of work James enjoys travelling and most sporting activities - with the emphasis currently being on snowboarding and golf after dropping 10 shots from his handicap last season, ultimately aiming for the illusive single figure handicap.

Tony has worked within the Financial Services industry for 30 years, delivering independent advice since 1992 to a range of personal, corporate and trustee clients.

He has acquired a great depth of knowledge, particular areas of expertise include Pre and Post Retirement planning to Individuals, Company Directors and the Self Employed, investment strategies to those seeking growth and/or income from their portfolios, estate planning to those concerned about the impact of Inheritance Tax and Income and Capital Gains Tax mitigation measures.

Tony enjoys communicating complex areas of financial planning in a straight forward, easy to understand way, he is qualified to Diploma level and his next objective is to achieve Chartered status.

Married with two children, Tony lives near Ipswich and enjoys participating and watching most sports and - when not at work - spends time with his family often involving a sporting activity!

Darren has over 21 years' experience of working in the financial services sector at both insurance companies and financial advisory firms.

He holds various financial services qualifications including G10 (Tax & Trust) and the Mortgage Advice Qualification and ensures the day to day smooth running of the office.

Darren lives locally with his wife and 2 children.

Gala joined Almary Green in April 2007 and has over 13 years experience of working within the financial services sector.

Gala has gained the PFS (Cert) qualification and holds the Mortgage advice and Equity Release qualifications. Gala is currently studying towards the Diploma in regulated financial planning.

Outside office hours she enjoys hosting dinner parties and is a passionate tennis fan.

Louisa has worked in administration for 20 years, joining Almary Green in August 2008 as Personal Assistant to Carl.

She is married with a young son.

Sarah joined Almary Green in April 2011, having worked in the IFA sector for over 11 years in various roles.  Sarah looks after administration duties for both Hayley and Peter and is currently studying towards the Certificate in Financial Planning.

Outside office hours, Sarah enjoys horse riding, wine tasting (though not at the same time) and is a self-confessed bookworm.

Peter joined Almary Green in November 2011 and has over 5 years experience of working within the financial services sector. He has gained the certificate in Financial Administration and is currently studying towards the Diploma in regulated financial planning.

Peter looks after administration duties for Jim Duvall and Heather Sonnet.

Outside of work he is a competitive cyclist and keen motorsport fan.

Jennifer joined Almary Green in January 2012. After graduating from Norwich School of Art and Design, she found herself employed by a large pension provider. After a 2 ½ year stint, she had discovered an interest in the financial service industry and made the leap to the advisory side. She is now looking forward to the challenge of studying towards the Certificate in Financial Planning.

Outside office hours, Jennifer likes to indulge in her artistic interests as well as keeping fit with swimming, running and pilates.