Almary Green Investments, Norwich - Meet the Independent Corporate Financial Advisers Team

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Tel: (01603) 706740

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Carl Lamb APFS

Managing Director

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 Chartered Financial Planner.

Carl is the recipient of the "Financial Adviser" Awards Group Pensions Adviser of the Year 2013.

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.

Email Carl

01603 706740

Roy Durrant APFS

Consultant

Roy is a senior consultant with Almary Green and has been in the Financial Services industry since 1991. He has been an independent adviser for around 10 years providing advice on a wide range of issues to businesses and individuals, and is a pension transfer specialist.

He was one of the very first advisers in the UK to achieve Chartered Financial Planner status; this prestigious award is the highest attainable within the financial services industry.

Roy obtained Resolution accreditation from the Law Society in October 2007 having previously been a pensions and divorce specialist at a national firm of Financial Accountants.

Roy is now also an affiliate member of the Society of Trusts and Estate Practitioners (STEP).

Email Roy

07867 451013

Jim Duvall Dip PFS

Consultant

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.

Email Jim

07747 534752

Alison Rudd Dip PFS

Consultant

Alison joined Almary Green as an adviser in June 2003 and has been in Financial Services since 1984 in various guises. Alison has a portfolio of clients from both the private and corporate sectors, advising on a wide range of protection, pension and investment needs.

In a male dominated profession she is finding that it is not just female investors who prefer to consult a female adviser and believes that it’s clear that a woman’s inherent caring qualities makes her ideally suited to act as a confidante and counsellor. Alison holds the Diploma in Financial Planning, issued by the Chartered Insurance Institute.

Outside of work Alison enjoys painting and decorating much to her husband’s delight. For exercise she forces herself to go swimming at least once a week. She has no children other than four legged furry ones and enjoys reading any novel that involves murder, mystery and pathology.

Email Alison

01502 679946

Robert Clarke Dip PFS

Consultant

Robert joined Almary Green in December 2007 as our group scheme specialist. An IFA since 1994, Robert has been involved in Financial Services for over 25 years gaining experience in banking and insurance before moving into advising clients.

In dealing with corporate clients, his main strength is the ability to deal with employees at all levels of a business explaining the finer issues and clarifying the jargon associated with pensions and other employee schemes.

Robert has been a regular contributor to the personal finance pages of the EDP and now has his own blog on Archant’s new MyMoney24 website. You can find it here: http://services.mymoney24.co.uk/forums/mymoney24/cs/blogs/robert_clarke/default.aspx

Away from the office, Robert is married with three children. He is a lifelong fan and season ticket holder at Norwich City along with being the proud Chairman of Hindolveston Youth FC.

Email Robert

07917 583604

Russell Hall FPFS, FCII

Consultant

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 one of the most qualified individuals in the industry being a Chartered Financial Planner and a fellow of the Chartered Insurance Institute.

He is married with two young children and is a parent Governor at his children's primary school.

Email Russell

01638 669381

Stephanie Clark APFS

Consultant

Stephanie has been in Financial Services since 1989 and she holds the Advanced Financial Planning Certificate in pensions, investments, taxation and trusts. She has also taken additional pension exams and has undertaken specialist independent training in Pensions and Divorce.

She deals with a number of companies in and around Cambridge, offering employee benefits solutions and more recently, Flexible Benefits.

Her spare time is taken up by her two children and by getting involved in local community projects.

Email Stephanie

07795 215493

James Harrison Dip PFS

Consultant

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 elusive single figure handicap.

Email James

07766 223957

Mark Ring Dip PFS, FCA

Consultant

Mark has been advising clients in the Norwich area for over twenty years and brings a wide range of skills and experience to the advisory team.

A Chartered Accountant who gained his FCA with Norwich Accountants, Larking Gowen, Mark is also a highly qualified Financial Planner – he holds the prestigious DipPFS qualification. Tax planning – particularly Inheritance Tax – is a particular passion, but Mark advises his clients on all aspects of their financial well-being, including investments and retirement planning.

Married with three children, Mark is a keen sportsman. He is a member of Norwich Road Runners and has run several marathons, including Berlin in 2008 and London in 2009, raising over £5,000 for Macmillan Cancer Support.

Email Mark

07760 785646

Tony Locke Dip PFS

Consultant

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!

Email Tony

07785 613454

Jerry Ware

Compliance Officer

Jerry joined Almary Green in June 2012. His financial services experience reaches back as far as 1985 when he started work at the Halifax Building Society in Norwich. He then moved on to work as a Broker Consultant for insurance companies before leaping into the world of independent financial advice with a local firm in 2000. During his time there he was an Independent Financial Adviser providing advice to personal as well as corporate clients, however, his supervisory skills and all-round knowledge, allied with an eye for detail, led to his appointment as their Compliance Officer in 2009.

Jerry now fulfils the role of Compliance Officer here at Almary Green and is working with the rest of the team to ensure that we are well positioned to meet the industry challenges that lay ahead.

He holds the Chartered Insurance Institute’s Diploma in Financial Planning, including the advanced examinations in pensions and retirement planning.

Jerry is married with two daughters, and spends a disproportionate amount of his spare time helping to run highly successful local football club, Blofield United, in his role as Chairman.

Email Jerry

01603 706759

Darren Arnup

Office Manager

Darren has over 22 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.

Email Darren

01603 706748

Louisa Foreman

Management Assistant

Louisa has had a varied administration career including a 12 year period in the Royal Navy that saw her undertake a variety of junior management roles both at sea and ashore. She joined Almary Green in August 2008 originally as Personal Assistant to Carl and is currently studying for a qualification in Human Resources.

She is married with a young son.

Email Louisa

01603 706754

Matthew King

Para-planner

Matt finished university in 2001 with a BA Honours in Economics with Accountancy. He has over 8 years experience of working in financial services, joining Almary Green in April 2006.

He holds the Certificate in Financial Planning and is currently studying towards the Diploma in Regulated Financial Planning.

Matt is a keen Norwich City fan who also enjoys participating in 5-a-side football and wine tasting.

Email Matt

01603 706749

Galina Cliff

Para-planner

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 currently studying towards the Diploma in Regulated Financial Planning.

Outside office hours she enjoys playing golf and is a passionate tennis fan.

Email Gala

01603 706745

Tom Whinney

Para-planner

Tom joined Almary Green in 2012, and has over 12 years’ experience working in the financial services sector. He started work at a large local insurance company where he was employed for 5 years, before working for several local independent financial adviser firms.

Tom holds the Certificate in Financial Planning, and is currently studying for his Diploma in Financial Planning.

He is a big Norwich City Fan and enjoys skiing, playing 5 a side football and badminton.

Email Tom

01603 706744

Amy Sparkes

Para-planner

Amy joined Almary Green in June 2010 and provides administrative support to Robert and Stephanie. She has workied in financial services since 2003 and has gained the certificate in financial planning together with the Group Risk qualification.

Email Amy

01603 706758

Neil Gregory

Para-planner

Neil has been in the financial services industry since 1997, with experience in working for a large insurance company as well as local Independent Financial Advisers. He has obtained the Certificate in Financial Planning, and is currently working towards the Diploma in Financial Planning.

Neil is a keen runner, taking part in the occasional marathon and half marathon, and he insists on cycling to work - whatever the weather!

Email Neil

01603 706760

David Harris

Senior Administrator

David has worked in administration for 8 years, with a large local insurer and the financial planning side of a large national bank.

He enjoys balancing working hard with working efficiently and joined Almary Green in April 2007.

David now looks after administration duties for Russell.

Outside of work he lives with his wife and cat and enjoys spending time following his football team, Watford FC.

Email David

01603 706750

Richard Gostling

Financial Services Administrator

Richard graduated from University as a Master of Physics, then worked as a chemist in a winery before joining Almary Green in March 2007.

His interests include football and snowboarding.

Email Richard

01603 706751

Matthew Bekker

Financial Services Administrator

Matthew joined Almary Green in June 2010, having previously been employed by his family's financial advisory firm in South Africa. He has gained experience of a wide range of roles within the financial advice sector as a result and is currently studying for the diploma in regulated finance.

Email Matt

01603 706742

Lisa Gedge

Financial Services Administrator

Lisa joined Almary Green in April 2011 and provides administrative support to Carl. She has worked in the banking and financial services sector for more than 20 years.

Email Lisa

01603 706755

Sarah Bidgood

Financial Services Administrator

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.

Email Sarah

01603 706743

Jenny Durrant

Financial Services Administrator

Jenny joined Almary Green in June 2011 and provides administrative support to Roy.

She has worked within the banking and financial services sector for over 11 years and is currently studying towards the Certificate in Financial Planning.

Email Jenny

01603 706746

Peter Hargreaves

Financial Services Administrator

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.

Email Peter

01603 706741

Lindsey Gedge

Financial Services Administrator

Lindsey started her career in a bank and building society, before moving to a large local insurance company. She gained experience in both Life and Pension areas, whilst gaining most of the ACII qualification.

After breaking for several years, Lindsey joined a local financial services firm, finishing the ACII and also completed the PFS Certificate.
She is currently studying towards the Diploma in regulated financial planning.

Outside of office hours, Lindsey enjoys reading - preferably supernatural fiction novels. She is married with 2 grown up children.

Email Lindsey

01603 706752

Jennifer Roberts

Financial Services Administrator

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.

Email Jen

01603 706757

Richard Moore

Financial Services Administrator

Originally from Warrington, Rick has lived in Norwich since 2006 and moved to Almary Green in August 2012 after working at an insurance broker for 5 years.

A keen film enthusiast, Rick is often at Cinema City catching the latest releases, he’s also a Manchester United fan...

Email Rick

01603 706756