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Carl Lamb

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 Member by Diploma of the Personal Finance Society (Dip PFS).

Resolution

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.

Carl Lamb

Email Carl
01603 706740
Roy Durrant

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.

Chartered
Resolution

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).

Roy Durrant

Email Roy
07876 507887
Jim Duvall

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.

Jim Duvall

Email Jim
07747 534752
Alison Rudd

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.

Alison Rudd

Email Alison
07899 958588
Jim Barr

Consultant

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.

Jim Barr

Email Jim
01473 257973
Robert Clarke

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 it.

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 by clicking here: mymoney24.co.uk

Away from the office, Robert is married with three children. A 19 year old daughter ensures that no day is without some drama while on Sundays, Robert can be found in various windswept parts of Norfolk cheering on his two sons at football.
A lifelong fan and season ticket holder at Norwich City, Robert relishes in his duty in indoctrinating his sons into all things yellow and green.

Robert Clarke

Email Robert
07917 583604
Peter Hopkinson

Associate Director

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.

Peter Hopkinson

Email Peter
01328 851919
Heather Sonnet

Consultant

Heather became a financial adviser sixteen years ago and over the years has gained a wealth of experience assisting clients with their financial planning needs.  She joined Almary Green in 2008 having run her own business, the St Edmunds Mortgage Bureau, since 2003.

Heather has achieved numerous qualifications and is a Chartered Financial Planner and also a Certified Financial PlannerCM professional.  In addition, she holds the prestigious Society of Later Life Advisers (SOLLA) accreditation. She advises clients on all aspects of their lifetime financial plan and, in particular, specialises in Care Fee Planning and Equity Release.

Chartered
SOLLA Logo

Heather also has extensive experience in the mortgage and commercial borrowing market.

In her spare time Heather enjoys gardening and wine tasting, although not always at the same time.

Heather Sonnet

Email Heather
01284 766111
Russell Hall

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. 

Chartered
SOLLA Logo
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 keen squash player.

Russell Hall

Email Russell
01638 669381
Fiona Sharp

Consultant

Fiona Sharp is a senior financial adviser at Almary Green, having previously co-founded Finance4Women in Cambridge. She has been in the profession since 1995 following a first career as an Air Traffic Controller in the RAF. Her military experience brings clear thinking and calmness to her current role.

Chartered
Resolution

Fiona is a Chartered Financial Planner and a Resolution Accredited Independent Financial Adviser. She specialises in all aspects of financial planning for divorce and separation including Collaborative Practice. She has undergone intense and advanced training in this area concentrating on pensions and mortgages in particular, and holds the G60 qualification.

She can act as a Neutral or Implementer in Collaborative cases and also has court experience.

Fiona is married and enjoys formula one, cricket, foreign travel and military history.

Fiona Sharp

Email Fiona
07773 333995
Hayley Tink

Consultant

Hayley joined Almary Green in 2009 and has been an independent financial adviser since 2004.  She has worked in various guises in the financial services industry since graduating from the University of East Anglia with a 1st class honours degree in 1999.

Hayley has continued to study hard since then and is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest possible level of qualification for a financial adviser.  She holds specialist qualifications in the areas of care fees planning and pensions and retirement advice, including the AF3 (previously G60) qualification.

She is a member of the Society for Later Life Advisers, having achieved the Later Life Accreditation in 2011, which means she demonstrated not only the technical expertise required to advise on later life aspects such as post retirement finances and care fees planning, but also the necessary empathy and understanding required when advising those in the later stages of life.

Chartered
SOLLA Logo

She is also a student member of STEP, the Society for Trust and Estate Practitioners.

When Hayley is not working or studying she enjoys spending time with her husband either at home with their pet fish or away travelling.  She is a great lover of literature, music and most foods that she can eat.  If she has any energy left, Hayley also enjoys walking (especially at the coast).

Hayley Tink

Email Hayley
07760 783007
Stephanie Clark

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.

Resolution

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.

Stephanie Clark

Email Stephanie
07795 215493
Jane Armstrong

Consultant

Jane joined Almary Green in 2009.  She has been an independent financial adviser since 2001.  Before that she spent 17 years working for two large fund management companies.  Jane specialises in advice for individuals and covers a wide range of areas including retirement and investment planning, protection, dealing with pensions in the event of divorce, funding for long term care and general financial planning.

Chartered

Jane is a Chartered Financial Planner and holds the Advanced Financial Planning Certificate in a range of subjects including pensions, taxation and trusts, investment planning, long term care and holistic financial planning.  She also has a degree in economics. 

When she is not working she enjoys cycle touring and walking.

Jane Armstrong

Email Jane
07771 178518
James Harrison

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 illusive single figure handicap.

James Harrison

Email James
07766 223957
Mark Ring

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.

Mark Ring

Email Mark
07760 785646
Tony Locke

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!

Tony Locke

Email Tony
07785 613454
Darren Arnup

Office Manager

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.

Darren Arnup

Email Darren
01603 706748
Louisa Foreman

Personal Assistant

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.

Louisa Foreman

Email Louisa
01603 706740
 
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